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 |
|