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Parkside Financial Bank & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.3M Sell
9,642
-104
-1% -$71K 0.48% 35
2025
Q4 		$6.68M Buy
9,746
+73
+0.8% +$49.6K 0.5% 35
2025
Q3 		$6.47M Buy
9,673
+790
+9% +$509K 0.5% 33
2025
Q2 		$5.52M Sell
8,883
-1,271
-13% -$730K 0.59% 33
2025
Q1 		$5.71M Buy
10,154
+2,732
+37% +$1.61M 0.72% 24
2024
Q4 		$4.37M Buy
7,422
+327
+5% +$194K 0.58% 30
2024
Q3 		$4.09M Sell
7,095
-375
-5% -$209K 0.57% 33
2024
Q2 		$4.09M Sell
7,470
-354
-5% -$186K 0.64% 28
2024
Q1 		$4.11M Buy
7,824
+309
+4% +$155K 0.66% 28
2023
Q4 		$3.59M Buy
7,515
+1,887
+34% +$845K 0.65% 30
2023
Q3 		$2.42M Buy
5,628
+1,580
+39% +$707K 0.56% 36
2023
Q2 		$1.8M Sell
4,048
-56
-1% -$23.6K 0.43% 42
2023
Q1 		$1.69M Buy
4,104
+1,865
+83% +$748K 0.45% 39
2022
Q4 		$860K Sell
2,239
-7
-0.3% -$2.7K 0.25% 71
2022
Q3 		$806K Sell
2,246
-29
-1% -$11.6K 0.26% 65
2022
Q2 		$863K Sell
2,275
-10
-0.4% -$4.11K 0.26% 63
2022
Q1 		$1.04M Sell
2,285
-16
-0.7% -$7.16K 0.28% 61
2021
Q4 		$1.1M Sell
2,301
-10
-0.4% -$4.61K 0.27% 65
2021
Q3 		$995K Sell
2,311
-96
-4% -$42.5K 0.29% 46
2021
Q2 		$1.03M Sell
2,407
-8
-0.3% -$3.35K 0.3% 46
2021
Q1 		$961K Sell
2,415
-27
-1% -$10.5K 0.29% 49
2020
Q4 		$917K Sell
2,442
-104
-4% -$37K 0.29% 51
2020
Q3 		$856K Sell
2,546
-350
-12% -$116K 0.3% 51
2020
Q2 		$897K Buy
2,896
+3
+0.1% +$881 0.29% 55
2020
Q1 		$748K Sell
2,893
-178
-6% -$54.5K 0.28% 51
2019
Q4 		$993K Buy
3,071
+23
+0.8% +$7.12K 0.29% 53
2019
Q3 		$910K Hold
3,048
– – 0.29% 54
2019
Q2 		$898K Buy
3,048
+294
+11% +$85.2K 0.29% 53
2019
Q1 		$784K Sell
2,754
-148
-5% -$40.5K 0.26% 59
2018
Q4 		$730K Sell
2,902
-316
-10% -$85.8K 0.26% 62
2018
Q3 		$942K Buy
3,218
+562
+21% +$161K 0.33% 48
2018
Q2 		$725K Buy
2,656
+225
+9% +$61.2K 0.27% 63
2018
Q1 		$645K Buy
2,431
+1
+0% +$275 0.24% 69
2017
Q4 		$653K Buy
2,430
+116
+5% +$30.4K 0.24% 71
2017
Q3 		$585K Buy
2,314
+1
+0% +$248 0.23% 74
2017
Q2 		$563K Buy
2,313
+235
+11% +$56.7K 0.23% 76
2017
Q1 		$493K Sell
2,078
-1,650
-44% -$386K 0.21% 85
2016
Q4 		$839K Buy
3,728
+100
+3% +$22K 0.37% 59
2016
Q3 		$789K Sell
3,628
-4
-0.1% -$870 0.36% 57
2016
Q2 		$765K Sell
3,632
-13
-0.4% -$2.71K 0.37% 54
2016
Q1 		$753K Buy
3,645
+391
+12% +$76.7K 0.38% 52
2015
Q4 		$667K Buy
3,254
+1,529
+89% +$316K 0.33% 59
2015
Q3 		$332K Sell
1,725
-1,755
-50% -$358K 0.19% 92
2015
Q2 		$721K Sell
3,480
-1,972
-36% -$417K 0.38% 57
2015
Q1 		$1.13M Sell
5,452
-170
-3% -$35.3K 0.61% 41
2014
Q4 		$1.16M Sell
5,622
-337
-6% -$68.2K 0.65% 41
2014
Q3 		$1.18M Sell
5,959
-3,074
-34% -$612K 0.72% 40
2014
Q2 		$1.78M Buy
9,033
+300
+3% +$57.4K 1.06% 23
2014
Q1 		$1.64M Buy
8,733
+1,367
+19% +$252K 1.03% 24
2013
Q4 		$1.37M Buy
7,366
+1,590
+28% +$283K 0.93% 32
2013
Q3 		$976K Sell
5,776
-3,315
-36% -$559K 0.76% 41
2013
Q2 		$1.46M Buy
+9,091
New +$1.47M 1.15% 23

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, selling an estimated $71K and leaving 9,642 shares worth $6.3M. The position accounts for 0.48% of the portfolio, ranked #35.

Parkside Financial Bank & Trust first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.68M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Parkside Financial Bank & Trust held 9,642 shares of iShares Core S&P 500 ETF worth $6.3M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 104 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $71K.
  • iShares Core S&P 500 ETF made up 0.48% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #35 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares Core S&P 500 ETF position peaked at $6.68M in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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