Parsons Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
2025
Q1
Sell
2024
Q4
$226K Hold
2024
Q3
$221K Hold
2024
Q2
$208K Hold
2024
Q1
$203K Buy
2015
Q2
Sell
2015
Q1
$59K Buy