Parsons Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
15,142
| – | – | 0.09% | 200 |
|
|
2025
Q1 | $1.29M | Buy |
15,142
+4,450
| +42% | +$379K | 0.07% | 222 |
|
|
2024
Q4 | $945K | Hold |
10,692
| – | – | 0.05% | 248 |
|
|
2024
Q3 | $942K | Buy |
10,692
+5,496
| +106% | +$484K | 0.06% | 243 |
|
|
2024
Q2 | $421K | Buy |
5,196
+40
| +0.8% | +$3.24K | 0.03% | 333 |
|
|
2024
Q1 | $434K | Hold |
5,156
| – | – | 0.03% | 333 |
|
|
2023
Q4 | $401K | Hold |
5,156
| – | – | 0.03% | 336 |
|
|
2023
Q3 | $357K | Hold |
5,156
| – | – | 0.03% | 338 |
|
|
2023
Q2 | $377K | Hold |
5,156
| – | – | 0.03% | 337 |
|
|
2023
Q1 | $361K | Hold |
5,156
| – | – | 0.03% | 339 |
|
|
2022
Q4 | $348K | Hold |
5,156
| – | – | 0.03% | 335 |
|
|
2022
Q3 | $320K | Hold |
5,156
| – | – | 0.03% | 339 |
|
|
2022
Q2 | $333K | Hold |
5,156
| – | – | 0.03% | 336 |
|
|
2022
Q1 | $402K | Sell |
5,156
-195
| -4% | -$15.2K | 0.03% | 329 |
|
|
2021
Q4 | $444K | Hold |
5,351
| – | – | 0.03% | 327 |
|
|
2021
Q3 | $419K | Buy |
+5,351
| New | +$419K | 0.03% | 316 |
|
|
2015
Q2 | – | Sell |
-716
| Closed | -$31K | – | 439 |
|
|
2015
Q1 | $31K | Buy |
+716
| New | +$31K | ﹤0.01% | 529 |
|