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

Parkside Financial Bank & Trust’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.6M Buy
105,576
+1,751
+2% +$383K 1.73% 8
2025
Q4 		$21.8M Sell
103,825
-891
-0.9% -$184K 1.63% 9
2025
Q3 		$21.3M Sell
104,716
-3,079
-3% -$613K 1.65% 8
2025
Q2 		$20.9M Sell
107,795
-1,569
-1% -$291K 2.25% 6
2025
Q1 		$20.6M Sell
109,364
-633
-0.6% -$121K 2.61% 5
2024
Q4 		$20.4M Buy
109,997
+886
+0.8% +$170K 2.69% 6
2024
Q3 		$20.7M Buy
109,111
+5,696
+6% +$1.04M 2.88% 6
2024
Q2 		$18M Sell
103,415
-2,818
-3% -$493K 2.83% 6
2024
Q1 		$19M Sell
106,233
-1,771
-2% -$300K 3.06% 4
2023
Q4 		$17.8M Sell
108,004
-2,256
-2% -$348K 3.24% 3
2023
Q3 		$16.7M Sell
110,260
-4,428
-4% -$702K 3.88% 3
2023
Q2 		$18.1M Sell
114,688
-5,429
-5% -$830K 4.3% 3
2023
Q1 		$18.3M Sell
120,117
-1,869
-2% -$289K 4.92% 2
2022
Q4 		$18.5M Sell
121,986
-2,357
-2% -$353K 5.33% 2
2022
Q3 		$16.9M Buy
124,343
+1,603
+1% +$241K 5.4% 2
2022
Q2 		$17.8M Sell
122,740
-62,381
-34% -$9.76M 5.44% 2
2022
Q1 		$30.7M Buy
185,121
+8,932
+5% +$1.47M 8.21% 2
2021
Q4 		$29.6M Sell
176,189
-23,607
-12% -$3.87M 7.3% 2
2021
Q3 		$31.3M Buy
199,796
+996
+0.5% +$160K 9.21% 2
2021
Q2 		$31.5M Buy
198,800
+5,936
+3% +$940K 9.12% 2
2021
Q1 		$29.2M Buy
192,864
+7,268
+4% +$1.05M 8.82% 2
2020
Q4 		$25.4M Sell
185,596
-3,137
-2% -$402K 7.96% 2
2020
Q3 		$22.3M Sell
188,733
-26,056
-12% -$3.09M 7.77% 2
2020
Q2 		$24.2M Sell
214,789
-15,203
-7% -$1.67M 7.91% 2
2020
Q1 		$22.8M Buy
229,992
+16,311
+8% +$2.03M 8.65% 2
2019
Q4 		$29.2M Buy
213,681
+12,821
+6% +$1.69M 8.51% 2
2019
Q3 		$25.8M Buy
200,860
+5,552
+3% +$706K 8.34% 2
2019
Q2 		$24.8M Buy
195,308
+8,302
+4% +$1.04M 8.05% 2
2019
Q1 		$23.1M Buy
187,006
+9,724
+5% +$1.17M 7.79% 2
2018
Q4 		$19.7M Buy
177,282
+9,049
+5% +$1.08M 7.03% 2
2018
Q3 		$21.3M Buy
168,233
+9,197
+6% +$1.16M 7.38% 2
2018
Q2 		$19.3M Buy
159,036
+6,586
+4% +$801K 7.16% 2
2018
Q1 		$18.3M Buy
152,450
+4,937
+3% +$616K 6.94% 2
2017
Q4 		$18.3M Buy
147,513
+9,319
+7% +$1.13M 6.7% 2
2017
Q3 		$16.4M Buy
138,194
+2,156
+2% +$251K 6.4% 2
2017
Q2 		$15.8M Buy
136,038
+14,086
+12% +$1.62M 6.52% 2
2017
Q1 		$14M Buy
121,952
+13,022
+12% +$1.49M 6.03% 2
2016
Q4 		$12.2M Buy
108,930
+9,392
+9% +$1.02M 5.35% 2
2016
Q3 		$10.6M Buy
99,538
+2,485
+3% +$262K 4.86% 2
2016
Q2 		$10M Sell
97,053
-2,773
-3% -$280K 4.88% 2
2016
Q1 		$9.86M Sell
99,826
-6,465
-6% -$606K 4.97% 2
2015
Q4 		$10.4M Buy
106,291
+4,655
+5% +$462K 5.18% 2
2015
Q3 		$9.48M Buy
101,636
+1,275
+1% +$127K 5.39% 2
2015
Q2 		$10.4M Buy
100,361
+9,873
+11% +$1.04M 5.5% 2
2015
Q1 		$9.33M Buy
90,488
+8,937
+11% +$926K 5% 2
2014
Q4 		$8.51M Buy
81,551
+6,784
+9% +$692K 4.78% 2
2014
Q3 		$7.48M Buy
74,767
+3,738
+5% +$379K 4.54% 3
2014
Q2 		$7.19M Buy
71,029
+1,290
+2% +$126K 4.28% 4
2014
Q1 		$6.73M Buy
69,739
+5,012
+8% +$469K 4.22% 4
2013
Q4 		$6.09M Buy
64,727
+4,359
+7% +$395K 4.13% 4
2013
Q3 		$5.2M Buy
60,368
+3,780
+7% +$328K 4.06% 4
2013
Q2 		$4.74M Buy
+56,588
New +$4.71M 3.74% 4

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Parkside Financial Bank & Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q1 2026, buying an estimated $383K and bringing the position to 105,576 shares worth $22.6M. The position accounts for 1.73% of the portfolio, ranked #8.

Parkside Financial Bank & Trust first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.5M in Q2 2021. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Parkside Financial Bank & Trust held 105,576 shares of iShares Russell 1000 Value ETF worth $22.6M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1,751 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $383K.
  • iShares Russell 1000 Value ETF made up 1.73% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #8 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares Russell 1000 Value ETF position peaked at $31.5M in Q2 2021.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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