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Parsons Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Parsons Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35M Buy
5,458
+735
+16% +$190K 0.06% 233
2025
Q4 		$1.16M Buy
4,723
+2,901
+159% +$713K 0.06% 227
2025
Q3 		$441K Sell
1,822
-400
-18% -$91.8K 0.03% 332
2025
Q2 		$479K Hold
2,222
– – 0.03% 312
2025
Q1 		$443K Buy
2,222
+215
+11% +$46.6K 0.02% 323
2024
Q4 		$443K Sell
2,007
-15
-0.7% -$3.42K 0.02% 329
2024
Q3 		$447K Hold
2,022
– – 0.03% 333
2024
Q2 		$410K Sell
2,022
-162
-7% -$32.7K 0.03% 335
2024
Q1 		$459K Buy
2,184
+51
+2% +$10.2K 0.03% 328
2023
Q4 		$428K Buy
2,133
+111
+5% +$19.9K 0.03% 329
2023
Q3 		$357K Hold
2,022
– – 0.03% 337
2023
Q2 		$379K Hold
2,022
– – 0.03% 335
2023
Q1 		$361K Sell
2,022
-85
-4% -$15.7K 0.03% 338
2022
Q4 		$367K Sell
2,107
-767
-27% -$136K 0.03% 325
2022
Q3 		$474K Sell
2,874
-135
-4% -$24.6K 0.04% 282
2022
Q2 		$510K Buy
3,009
+30
+1% +$5.53K 0.05% 276
2022
Q1 		$611K Sell
2,979
-62
-2% -$12.6K 0.05% 276
2021
Q4 		$676K Buy
3,041
+939
+45% +$212K 0.05% 270
2021
Q3 		$460K Buy
2,102
+1,190
+130% +$264K 0.04% 308
2021
Q2 		$209K Hold
912
– – 0.02% 400
2021
Q1 		$201K Buy
+912
New +$199K 0.02% 401
2019
Q2 		– Sell
-1,347
Closed -$206K – 354
2019
Q1 		$206K Buy
+1,347
New +$202K 0.02% 330
2015
Q2 		– Sell
-173
Closed -$22K – 436
2015
Q1 		$22K Buy
+173
New +$20.9K ﹤0.01% 578

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Parsons Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, buying an estimated $190K and bringing the position to 5,458 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #233.

Parsons Capital Management first reported a position in IWM in Q1 2015 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Parsons Capital Management held 5,458 shares of iShares Russell 2000 ETF worth $1.35M as of Q1 2026.
  • Parsons Capital Management bought 735 iShares Russell 2000 ETF shares in Q1 2026, an estimated $190K.
  • iShares Russell 2000 ETF made up 0.06% of Parsons Capital Management's portfolio in Q1 2026, its #233 holding.
  • Parsons Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 23 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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