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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Buy	+525	New	+$216K	0.01%	498
2026 Q1	–	Sell	-525	Closed	-$203K	–	494
2025 Q4	$203K	Buy	+525	New	+$201K	0.01%	453
2025 Q3	–	Sell	-625	Closed	-$219K	–	464
2025 Q2	$219K	Buy	+625	New	+$203K	0.01%	420
2025 Q1	–	Sell	-675	Closed	-$226K	–	440
2024 Q4	$226K	Hold	675	–	–	0.01%	419
2024 Q3	$221K	Hold	675	–	–	0.01%	422
2024 Q2	$208K	Hold	675	–	–	0.01%	426
2024 Q1	$203K	Buy	+675	New	+$193K	0.01%	422
2015 Q2	–	Sell	-475	Closed	-$59K	–	438
2015 Q1	$59K	Buy	+475	New	+$58.5K	0.01%	449

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

Parsons Capital Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 525 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Parsons Capital Management previously reported a position in IWV as recently as Q4 2025.

Parsons Capital Management first reported a position in IWV in Q1 2015 and has held it in 8 quarters since. The position peaked at $226K in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Parsons Capital Management held 525 shares of iShares Russell 3000 ETF worth $224K as of Q2 2026.
iShares Russell 3000 ETF was a new Parsons Capital Management position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Parsons Capital Management's portfolio in Q2 2026, its #498 holding.
Parsons Capital Management first reported a position in iShares Russell 3000 ETF in Q1 2015 and has held it in 8 quarters since.
Parsons Capital Management's iShares Russell 3000 ETF position peaked at $226K in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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