Parkside Financial Bank & Trust’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10	Closed	-$1.3K	–	2749
2024 Q4	$1.3K	Hold	10	–	–	﹤0.01%	1689
2024 Q3	$1.23K	Buy	+10	New	+$1.21K	﹤0.01%	1674
2019 Q3	–	Sell	-375	Closed	-$35K	–	1603
2019 Q2	$35K	Buy	+375	New	+$34.8K	0.01%	479

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Parkside Financial Bank & Trust's IWC Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 10 shares — an estimated $1.3K sold.

Parkside Financial Bank & Trust first reported a position in IWC in Q2 2019 and held it in 3 quarters. The position peaked at $35K in Q2 2019. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

Parkside Financial Bank & Trust reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 10 iShares Micro-Cap ETF shares in Q1 2025, an estimated $1.3K.
Parkside Financial Bank & Trust first reported a position in iShares Micro-Cap ETF in Q2 2019 and held it in 3 quarters.
Parkside Financial Bank & Trust's iShares Micro-Cap ETF position peaked at $35K in Q2 2019.
208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.