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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+625
New +$219K 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 +$203K 0.01% 422
2015
Q2
Sell
-475
Closed -$59K 440
2015
Q1
$59K Buy
+475
New +$59K 0.01% 449