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Parsons Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Parsons Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.62M Buy
12,945
+595
+5% +$222K 0.21% 102
2025
Q4 		$4.61M Buy
12,350
+677
+6% +$251K 0.25% 82
2025
Q3 		$4.27M Buy
11,673
+297
+3% +$105K 0.24% 89
2025
Q2 		$3.86M Buy
11,376
+248
+2% +$77.8K 0.24% 94
2025
Q1 		$3.41M Buy
11,128
+345
+3% +$112K 0.19% 109
2024
Q4 		$3.47M Buy
10,783
+710
+7% +$230K 0.19% 102
2024
Q3 		$3.17M Sell
10,073
-178
-2% -$53.9K 0.2% 115
2024
Q2 		$3.05M Buy
10,251
+1,271
+14% +$365K 0.21% 106
2024
Q1 		$2.59M Buy
8,980
+1,307
+17% +$358K 0.18% 129
2023
Q4 		$2.01M Buy
7,673
+4,489
+141% +$1.1M 0.14% 147
2023
Q3 		$748K Hold
3,184
– – 0.06% 245
2023
Q2 		$776K Sell
3,184
-20
-0.6% -$4.61K 0.06% 243
2023
Q1 		$722K Buy
+3,204
New +$705K 0.06% 253
2015
Q2 		– Sell
-245
Closed -$28K – 433
2015
Q1 		$28K Buy
+245
New +$28.3K ﹤0.01% 550

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Parsons Capital Management's IWB Position: Q1 2026 in Review

Parsons Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q1 2026, buying an estimated $222K and bringing the position to 12,945 shares worth $4.62M. The position accounts for 0.21% of the portfolio, ranked #102.

Parsons Capital Management first reported a position in IWB in Q1 2015 and has held it in 14 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Parsons Capital Management held 12,945 shares of iShares Russell 1000 ETF worth $4.62M as of Q1 2026.
  • Parsons Capital Management bought 595 iShares Russell 1000 ETF shares in Q1 2026, an estimated $222K.
  • iShares Russell 1000 ETF made up 0.21% of Parsons Capital Management's portfolio in Q1 2026, its #102 holding.
  • Parsons Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2015 and has held it in 14 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.