Parsec Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $932K | Buy |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $760K | Hold |
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|
2021
Q4 | $804K | Hold |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $736K | Hold |
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|
2021
Q1 | $680K | Hold |
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|
2020
Q4 | $644K | Hold |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $427K | Hold |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $468K | Hold |
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|
2019
Q2 | $463K | Hold |
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|
2019
Q1 | $447K | Buy |
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