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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Parsons Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q1 2026, buying an estimated $74.7K and bringing the position to 2,659 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #332.

Parsons Capital Management first reported a position in IWD in Q1 2015 and has held it in 16 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Parsons Capital Management held 2,659 shares of iShares Russell 1000 Value ETF worth $568K as of Q1 2026.
  • Parsons Capital Management bought 341 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $74.7K.
  • iShares Russell 1000 Value ETF made up 0.03% of Parsons Capital Management's portfolio in Q1 2026, its #332 holding.
  • Parsons Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 16 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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