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

Parsons Capital Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$645K	Hold	2,659	–	–	0.03%	345
2026 Q1	$568K	Buy	2,659 +341	+15%	+$74.7K	0.03%	332
2025 Q4	$488K	Sell	2,318 -10	-0.4%	-$2.07K	0.03%	329
2025 Q3	$474K	Hold	2,328	–	–	0.03%	319
2025 Q2	$452K	Hold	2,328	–	–	0.03%	320
2025 Q1	$438K	Sell	2,328 -100	-4%	-$19K	0.02%	327
2024 Q4	$449K	Hold	2,428	–	–	0.02%	327
2024 Q3	$461K	Hold	2,428	–	–	0.03%	330
2024 Q2	$424K	Hold	2,428	–	–	0.03%	330
2024 Q1	$435K	Sell	2,428 -115	-5%	-$19.5K	0.03%	332
2023 Q4	$420K	Buy	2,543 +115	+5%	+$17.8K	0.03%	330
2023 Q3	$369K	Buy	2,428 +91	+4%	+$14.4K	0.03%	331
2023 Q2	$369K	Sell	2,337 -50	-2%	-$7.64K	0.03%	339
2023 Q1	$363K	Buy	2,387 +32	+1%	+$4.94K	0.03%	335
2022 Q4	$357K	Buy	2,355 +863	+58%	+$129K	0.03%	328
2022 Q3	$203K	Buy	+1,492	New	+$224K	0.02%	399
2015 Q2	–	Sell	-360	Closed	-$37K	–	434
2015 Q1	$37K	Buy	+360	New	+$37.3K	0.01%	501

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Parsons Capital Management's IWD Position: Q2 2026 in Review

Parsons Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,659 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #345.

Parsons Capital Management first reported a position in IWD in Q1 2015 and has held it in 17 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Parsons Capital Management held 2,659 shares of iShares Russell 1000 Value ETF worth $645K as of Q2 2026.
Parsons Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #345 holding.
Parsons Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 17 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.