PFBT
IWB icon

Parkside Financial Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.7M Sell
27,196
-64
-0.2% -$23.8K 0.74% 21
2025
Q4 		$10.2M Sell
27,260
-173
-0.6% -$64.1K 0.76% 21
2025
Q3 		$10M Sell
27,433
-186
-0.7% -$65.5K 0.77% 21
2025
Q2 		$9.38M Sell
27,619
-266
-1% -$83.5K 1.01% 18
2025
Q1 		$8.55M Sell
27,885
-7
-0% -$2.26K 1.09% 17
2024
Q4 		$8.99M Sell
27,892
-1,025
-4% -$332K 1.19% 16
2024
Q3 		$9.09M Sell
28,917
-632
-2% -$191K 1.27% 16
2024
Q2 		$8.79M Sell
29,549
-587
-2% -$169K 1.38% 16
2024
Q1 		$8.68M Sell
30,136
-534
-2% -$146K 1.39% 16
2023
Q4 		$8.04M Sell
30,670
-32
-0.1% -$7.83K 1.46% 12
2023
Q3 		$7.21M Sell
30,702
-664
-2% -$163K 1.67% 10
2023
Q2 		$7.65M Sell
31,366
-303
-1% -$69.8K 1.82% 8
2023
Q1 		$7.13M Sell
31,669
-139
-0.4% -$30.6K 1.92% 8
2022
Q4 		$6.7M Sell
31,808
-3,514
-10% -$744K 1.93% 8
2022
Q3 		$6.97M Sell
35,322
-816
-2% -$179K 2.23% 6
2022
Q2 		$7.51M Sell
36,138
-11,779
-25% -$2.66M 2.29% 6
2022
Q1 		$12M Buy
47,917
+3,673
+8% +$907K 3.2% 4
2021
Q4 		$11.7M Sell
44,244
-1,180
-3% -$304K 2.89% 4
2021
Q3 		$11M Buy
45,424
+218
+0.5% +$54.2K 3.23% 4
2021
Q2 		$10.9M Sell
45,206
-999
-2% -$235K 3.17% 4
2021
Q1 		$10.3M Sell
46,205
-708
-2% -$155K 3.12% 4
2020
Q4 		$9.94M Sell
46,913
-14,601
-24% -$2.91M 3.12% 4
2020
Q3 		$11.5M Sell
61,514
-6,707
-10% -$1.24M 4.01% 4
2020
Q2 		$11.7M Sell
68,221
-4,796
-7% -$776K 3.83% 4
2020
Q1 		$10.3M Buy
73,017
+386
+0.5% +$65.3K 3.92% 4
2019
Q4 		$13M Buy
72,631
+211
+0.3% +$36K 3.78% 4
2019
Q3 		$11.9M Sell
72,420
-693
-0.9% -$114K 3.86% 3
2019
Q2 		$11.9M Sell
73,113
-467
-0.6% -$74.8K 3.86% 3
2019
Q1 		$11.6M Buy
73,580
+198
+0.3% +$29.9K 3.9% 3
2018
Q4 		$10.2M Buy
73,382
+1,984
+3% +$297K 3.64% 4
2018
Q3 		$11.5M Buy
71,398
+3,675
+5% +$583K 4% 3
2018
Q2 		$10.3M Sell
67,723
-460
-0.7% -$69.3K 3.82% 3
2018
Q1 		$10M Sell
68,183
-2,516
-4% -$382K 3.8% 3
2017
Q4 		$10.5M Sell
70,699
-4,585
-6% -$664K 3.84% 3
2017
Q3 		$10.5M Buy
75,284
+2,051
+3% +$281K 4.12% 3
2017
Q2 		$9.91M Buy
73,233
+1,266
+2% +$169K 4.08% 3
2017
Q1 		$9.45M Buy
71,967
+12,943
+22% +$1.68M 4.06% 3
2016
Q4 		$7.35M Buy
59,024
+2,992
+5% +$364K 3.22% 3
2016
Q3 		$6.75M Buy
56,032
+3,679
+7% +$442K 3.1% 3
2016
Q2 		$6.12M Sell
52,353
-300
-0.6% -$34.6K 2.98% 5
2016
Q1 		$6.01M Sell
52,653
-837
-2% -$90.5K 3.03% 4
2015
Q4 		$6.06M Buy
53,490
+8,431
+19% +$964K 3.02% 5
2015
Q3 		$4.82M Sell
45,059
-2,526
-5% -$287K 2.74% 8
2015
Q2 		$5.52M Buy
47,585
+1,396
+3% +$165K 2.94% 7
2015
Q1 		$5.35M Buy
46,189
+1,331
+3% +$154K 2.87% 8
2014
Q4 		$5.14M Buy
44,858
+575
+1% +$64.5K 2.89% 8
2014
Q3 		$4.87M Buy
44,283
+1,207
+3% +$133K 2.95% 5
2014
Q2 		$4.74M Buy
43,076
+808
+2% +$86K 2.82% 5
2014
Q1 		$4.43M Buy
42,268
+5,882
+16% +$605K 2.77% 5
2013
Q4 		$3.75M Sell
36,386
-839
-2% -$83K 2.54% 6
2013
Q3 		$3.51M Sell
37,225
-823
-2% -$76.9K 2.74% 6
2013
Q2 		$3.42M Buy
+38,048
New +$3.41M 2.7% 5

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Parkside Financial Bank & Trust reduced its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q1 2026, selling an estimated $23.8K and leaving 27,196 shares worth $9.7M. The position accounts for 0.74% of the portfolio, ranked #21.

Parkside Financial Bank & Trust first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $13M in Q4 2019. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Parkside Financial Bank & Trust held 27,196 shares of iShares Russell 1000 ETF worth $9.7M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 64 iShares Russell 1000 ETF shares in Q1 2026, an estimated $23.8K.
  • iShares Russell 1000 ETF made up 0.74% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #21 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares Russell 1000 ETF position peaked at $13M in Q4 2019.
  • 1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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