Parkside Financial Bank & Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Hold	810	–	–	0.01%	607
2025 Q4	$136K	Sell	810 -6	-0.7%	-$1K	0.01%	581
2025 Q3	$134K	Buy	816 +496	+155%	+$77.9K	0.01%	561
2025 Q2	$48.1K	Hold	320	–	–	0.01%	914
2025 Q1	$40.7K	Buy	+320	New	+$44.3K	0.01%	904
2021 Q4	–	Sell	-236	Closed	-$24K	–	1851
2021 Q3	$24K	Hold	236	–	–	0.01%	734
2021 Q2	$24K	Buy	+236	New	+$22.7K	0.01%	724

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 810 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #607.

Parkside Financial Bank & Trust first reported a position in IUSG in Q2 2021 and has held it in 7 quarters since. The position peaked at $136K in Q4 2025. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Parkside Financial Bank & Trust held 810 shares of iShares Core S&P US Growth ETF worth $126K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #607 holding.
Parkside Financial Bank & Trust first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 7 quarters since.
Parkside Financial Bank & Trust's iShares Core S&P US Growth ETF position peaked at $136K in Q4 2025.
864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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