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Parkside Financial Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Buy
9,535
+1
+0% +$120 0.08% 148
2025
Q4 		$1.18M Sell
9,534
-646
-6% -$79.1K 0.09% 139
2025
Q3 		$1.23M Sell
10,180
-251
-2% -$28.9K 0.09% 128
2025
Q2 		$1.15M Buy
10,431
+2
+0% +$198 0.12% 126
2025
Q1 		$968K Buy
10,429
+2
+0% +$202 0.12% 129
2024
Q4 		$1.06M Sell
10,427
-557
-5% -$55.6K 0.14% 118
2024
Q3 		$1.05M Sell
10,984
-929
-8% -$85.8K 0.15% 118
2024
Q2 		$1.1M Sell
11,913
-213
-2% -$18.4K 0.17% 96
2024
Q1 		$1.02M Buy
12,126
+162
+1% +$13K 0.16% 103
2023
Q4 		$899K Sell
11,964
-147
-1% -$10.5K 0.16% 107
2023
Q3 		$829K Sell
12,111
-1,986
-14% -$141K 0.19% 91
2023
Q2 		$994K Buy
14,097
+451
+3% +$29.8K 0.24% 73
2023
Q1 		$872K Buy
13,646
+4,217
+45% +$258K 0.23% 73
2022
Q4 		$552K Sell
9,429
-594
-6% -$35.7K 0.16% 111
2022
Q3 		$580K Buy
10,023
+356
+4% +$23.1K 0.19% 94
2022
Q2 		$583K Sell
9,667
-1,015
-10% -$67.2K 0.18% 98
2022
Q1 		$816K Sell
10,682
-140
-1% -$10.5K 0.22% 73
2021
Q4 		$906K Buy
10,822
+234
+2% +$18.9K 0.22% 79
2021
Q3 		$783K Sell
10,588
-229
-2% -$17.5K 0.23% 62
2021
Q2 		$787K Sell
10,817
-966
-8% -$66.9K 0.23% 66
2021
Q1 		$767K Sell
11,783
-459
-4% -$29.7K 0.23% 65
2020
Q4 		$781K Sell
12,242
-1,338
-10% -$81.1K 0.25% 63
2020
Q3 		$784K Sell
13,580
-2,548
-16% -$144K 0.27% 58
2020
Q2 		$837K Sell
16,128
-1,052
-6% -$50.4K 0.27% 59
2020
Q1 		$709K Sell
17,180
-420
-2% -$19.9K 0.27% 54
2019
Q4 		$852K Buy
17,600
+184
+1% +$8.53K 0.25% 60
2019
Q3 		$784K Sell
17,416
-568
-3% -$25.7K 0.25% 64
2019
Q2 		$806K Sell
17,984
-1,676
-9% -$73.7K 0.26% 56
2019
Q1 		$847K Sell
19,660
-888
-4% -$36.4K 0.29% 52
2018
Q4 		$774K Buy
20,548
+2,860
+16% +$116K 0.28% 55
2018
Q3 		$783K Buy
17,688
+3,484
+25% +$150K 0.27% 60
2018
Q2 		$577K Hold
14,204
– – 0.21% 76
2018
Q1 		$551K Hold
14,204
– – 0.21% 78
2017
Q4 		$542K Sell
14,204
-220
-2% -$8.22K 0.2% 81
2017
Q3 		$517K Hold
14,424
– – 0.2% 80
2017
Q2 		$493K Sell
14,424
-112
-0.8% -$3.8K 0.2% 85
2017
Q1 		$478K Sell
14,536
-616
-4% -$19.8K 0.21% 86
2016
Q4 		$461K Sell
15,152
-212
-1% -$6.4K 0.2% 96
2016
Q3 		$467K Sell
15,364
-1,748
-10% -$53K 0.21% 90
2016
Q2 		$499K Sell
17,112
-520
-3% -$15.1K 0.24% 78
2016
Q1 		$511K Buy
17,632
+332
+2% +$9.13K 0.26% 79
2015
Q4 		$501K Buy
17,300
+384
+2% +$11.2K 0.25% 76
2015
Q3 		$456K Sell
16,916
-1,364
-7% -$38.8K 0.26% 74
2015
Q2 		$521K Sell
18,280
-1,316
-7% -$38.1K 0.28% 74
2015
Q1 		$558K Buy
19,596
+1,364
+7% +$38.7K 0.3% 73
2014
Q4 		$509K Sell
18,232
-708
-4% -$19.3K 0.29% 76
2014
Q3 		$506K Buy
18,940
+2,036
+12% +$54.3K 0.31% 75
2014
Q2 		$445K Sell
16,904
-2,308
-12% -$58.6K 0.26% 85
2014
Q1 		$480K Sell
19,212
-1,052
-5% -$26K 0.3% 78
2013
Q4 		$500K Sell
20,264
-4,208
-17% -$99.2K 0.34% 73
2013
Q3 		$547K Sell
24,472
-1,460
-6% -$32.2K 0.43% 62
2013
Q2 		$545K Buy
+25,932
New +$550K 0.43% 65

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Parkside Financial Bank & Trust increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q1 2026, buying an estimated $120 and bringing the position to 9,535 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #148.

Parkside Financial Bank & Trust first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.23M in Q3 2025. 2,043 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Parkside Financial Bank & Trust held 9,535 shares of iShares S&P 500 Growth ETF worth $1.08M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1 iShares S&P 500 Growth ETF share in Q1 2026, an estimated $120.
  • iShares S&P 500 Growth ETF made up 0.08% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #148 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares S&P 500 Growth ETF position peaked at $1.23M in Q3 2025.
  • 2,043 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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