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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.86M Buy
11,376
+248
+2% +$84.2K 0.24% 94
2025
Q1
$3.41M Buy
11,128
+345
+3% +$106K 0.19% 109
2024
Q4
$3.47M Buy
10,783
+710
+7% +$229K 0.19% 102
2024
Q3
$3.17M Sell
10,073
-178
-2% -$56K 0.2% 115
2024
Q2
$3.05M Buy
10,251
+1,271
+14% +$378K 0.21% 106
2024
Q1
$2.59M Buy
8,980
+1,307
+17% +$376K 0.18% 129
2023
Q4
$2.01M Buy
7,673
+4,489
+141% +$1.18M 0.14% 147
2023
Q3
$748K Hold
3,184
0.06% 245
2023
Q2
$776K Sell
3,184
-20
-0.6% -$4.88K 0.06% 243
2023
Q1
$722K Buy
+3,204
New +$722K 0.06% 253
2015
Q2
Sell
-245
Closed -$28K 435
2015
Q1
$28K Buy
+245
New +$28K ﹤0.01% 550