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Parkside Financial Bank & Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$697K Sell
5,603
-978
-15% -$124K 0.05% 208
2025
Q4 		$791K Sell
6,581
-4,304
-40% -$515K 0.06% 183
2025
Q3 		$1.29M Buy
10,885
+220
+2% +$25.3K 0.1% 125
2025
Q2 		$1.17M Sell
10,665
-640
-6% -$66.2K 0.13% 123
2025
Q1 		$1.18M Buy
11,305
+2,964
+36% +$334K 0.15% 112
2024
Q4 		$961K Buy
8,341
+110
+1% +$13.1K 0.13% 127
2024
Q3 		$963K Buy
8,231
+651
+9% +$73.5K 0.13% 125
2024
Q2 		$808K Buy
7,580
+1
+0% +$107 0.13% 129
2024
Q1 		$838K Buy
7,579
+82
+1% +$8.71K 0.13% 131
2023
Q4 		$812K Buy
7,497
+2,927
+64% +$282K 0.15% 114
2023
Q3 		$431K Buy
4,570
+359
+9% +$35.9K 0.1% 151
2023
Q2 		$420K Buy
4,211
+102
+2% +$9.71K 0.1% 161
2023
Q1 		$397K Buy
4,109
+2,201
+115% +$220K 0.11% 149
2022
Q4 		$181K Hold
1,908
– – 0.05% 246
2022
Q3 		$166K Hold
1,908
– – 0.05% 240
2022
Q2 		$176K Buy
1,908
+20
+1% +$1.99K 0.05% 240
2022
Q1 		$204K Buy
1,888
+105
+6% +$11.3K 0.05% 230
2021
Q4 		$204K Hold
1,783
– – 0.05% 236
2021
Q3 		$195K Hold
1,783
– – 0.06% 213
2021
Q2 		$201K Sell
1,783
-1,482
-45% -$165K 0.06% 210
2021
Q1 		$354K Buy
3,265
+1,882
+136% +$197K 0.11% 137
2020
Q4 		$127K Sell
1,383
-278
-17% -$22.8K 0.04% 269
2020
Q3 		$117K Sell
1,661
-964
-37% -$69.1K 0.04% 262
2020
Q2 		$179K Buy
2,625
+240
+10% +$15.2K 0.06% 214
2020
Q1 		$134K Sell
2,385
-764
-24% -$56.9K 0.05% 210
2019
Q4 		$264K Buy
3,149
+127
+4% +$10.2K 0.08% 169
2019
Q3 		$235K Buy
3,022
+834
+38% +$64.6K 0.08% 167
2019
Q2 		$171K Buy
2,188
+43
+2% +$3.34K 0.06% 204
2019
Q1 		$165K Sell
2,145
-9
-0.4% -$691 0.06% 202
2018
Q4 		$149K Hold
2,154
– – 0.05% 200
2018
Q3 		$188K Buy
2,154
+371
+21% +$32.5K 0.07% 180
2018
Q2 		$149K Sell
1,783
-400
-18% -$32.6K 0.06% 195
2018
Q1 		$168K Buy
2,183
+400
+22% +$31.1K 0.06% 181
2017
Q4 		$137K Buy
1,783
+311
+21% +$23.4K 0.05% 198
2017
Q3 		$109K Sell
1,472
-150
-9% -$10.5K 0.04% 208
2017
Q2 		$114K Hold
1,622
– – 0.05% 192
2017
Q1 		$112K Sell
1,622
-200
-11% -$13.8K 0.05% 195
2016
Q4 		$125K Sell
1,822
-460
-20% -$29.7K 0.05% 196
2016
Q3 		$142K Hold
2,282
– – 0.07% 187
2016
Q2 		$132K Buy
2,282
+590
+35% +$33.6K 0.06% 189
2016
Q1 		$95K Buy
1,692
+228
+16% +$11.9K 0.05% 225
2015
Q4 		$81K Sell
1,464
-20
-1% -$1.13K 0.04% 250
2015
Q3 		$79K Buy
+1,484
New +$84.2K 0.04% 237
2015
Q2 		– Sell
-4,438
Closed -$262K – 181
2015
Q1 		$262K Sell
4,438
-402
-8% -$23K 0.14% 139
2014
Q4 		$276K Sell
4,840
-520
-10% -$28.4K 0.16% 124
2014
Q3 		$279K Sell
5,360
-980
-15% -$53.3K 0.17% 126
2014
Q2 		$356K Sell
6,340
-300
-5% -$16.2K 0.21% 109
2014
Q1 		$365K Hold
6,640
– – 0.23% 99
2013
Q4 		$362K Sell
6,640
-40
-0.6% -$2.09K 0.25% 93
2013
Q3 		$333K Sell
6,680
-568
-8% -$27.4K 0.26% 88
2013
Q2 		$327K Buy
+7,248
New +$321K 0.26% 94

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkside Financial Bank & Trust's IJR Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q1 2026, selling an estimated $124K and leaving 5,603 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #208.

Parkside Financial Bank & Trust first reported a position in IJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.29M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Parkside Financial Bank & Trust held 5,603 shares of iShares Core S&P Small-Cap ETF worth $697K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 978 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $124K.
  • iShares Core S&P Small-Cap ETF made up 0.05% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #208 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Parkside Financial Bank & Trust's iShares Core S&P Small-Cap ETF position peaked at $1.29M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.