Parsec Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$28.8M Sell
2022
Q4
$29.5M Buy
2022
Q3
$23.3M Buy
2022
Q2
$24.3M Buy
2022
Q1
$27M Buy
2021
Q4
$25.1M Buy
2021
Q3
$24.2M Buy
2021
Q2
$20.5M Buy
2021
Q1
$15.6M Buy
2020
Q4
$3.61M Buy
2020
Q3
$227K Sell
2020
Q2
$225K Sell
2020
Q1
$203K Sell
2019
Q4
$335K Buy
2019
Q3
$289K Buy
2019
Q2
$237K Hold
2019
Q1
$230K Buy