Parkside Financial Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Parkside Financial Bank & Trust’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-765	Closed	-$103K	–	2760
2025 Q2	$103K	Buy	+765	New	+$95.5K	0.01%	649
2023 Q2	–	Sell	-1,901	Closed	-$172K	–	2058
2023 Q1	$172K	Buy	+1,901	New	+$169K	0.05%	261
2020 Q3	–	Sell	-79	Closed	-$5K	–	1585
2020 Q2	$5K	Hold	79	–	–	﹤0.01%	933
2020 Q1	$5K	Buy	+79	New	+$5.42K	﹤0.01%	882
2019 Q2	–	Sell	-34	Closed	-$2K	–	1621
2019 Q1	$2K	Buy	+34	New	+$2.11K	﹤0.01%	1165

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Parkside Financial Bank & Trust's ITOT Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 765 shares — an estimated $103K sold.

Parkside Financial Bank & Trust first reported a position in ITOT in Q1 2019 and held it in 5 quarters. The position peaked at $172K in Q1 2023. 1,522 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Parkside Financial Bank & Trust reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 765 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $103K.
Parkside Financial Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 5 quarters.
Parkside Financial Bank & Trust's iShares Core S&P Total US Stock Market ETF position peaked at $172K in Q1 2023.
1,522 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.