Parsons Capital 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
2025
Q3
$474K Hold
2025
Q2
$452K Hold
2025
Q1
$438K Sell
2024
Q4
$449K Hold
2024
Q3
$461K Hold
2024
Q2
$424K Hold
2024
Q1
$435K Sell
2023
Q4
$420K Buy
2023
Q3
$369K Buy
2023
Q2
$369K Sell
2023
Q1
$363K Buy
2022
Q4
$357K Buy
2022
Q3
$203K Buy
2015
Q2
Sell
2015
Q1
$37K Buy