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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18	Closed	-$1.52K	–	2065
2023 Q4	$1.52K	Hold	18	–	–	﹤0.01%	1549
2023 Q3	$1.34K	Buy	+18	New	+$1.41K	﹤0.01%	1763
2023 Q2	–	Sell	-8	Closed	-$591	–	2060
2023 Q1	$591	Buy	+8	New	+$589	﹤0.01%	1891
2021 Q4	–	Sell	-388	Closed	-$28K	–	1850
2021 Q3	$28K	Hold	388	–	–	0.01%	672
2021 Q2	$28K	Buy	+388	New	+$27.9K	0.01%	673

Other funds holding IUSV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

Parkside Financial Bank & Trust's IUSV Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2024, closing a stake of 18 shares — an estimated $1.52K sold.

Parkside Financial Bank & Trust first reported a position in IUSV in Q2 2021 and held it in 5 quarters. The position peaked at $28K in Q3 2021. 635 funds tracked by Wall St. Rank hold IUSV as of Q1 2024.

Parkside Financial Bank & Trust reported no remaining iShares Core S&P US Value ETF position as of Q1 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 18 iShares Core S&P US Value ETF shares in Q1 2024, an estimated $1.52K.
Parkside Financial Bank & Trust first reported a position in iShares Core S&P US Value ETF in Q2 2021 and held it in 5 quarters.
Parkside Financial Bank & Trust's iShares Core S&P US Value ETF position peaked at $28K in Q3 2021.
635 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.