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Parkside Financial Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.61M Buy
11,492
+1,337
+13% +$445K 0.28% 60
2025
Q4 		$3.28M Sell
10,155
-76
-0.7% -$24.7K 0.25% 65
2025
Q3 		$3.27M Sell
10,231
-655
-6% -$198K 0.25% 62
2025
Q2 		$3.11M Sell
10,886
-2,029
-16% -$534K 0.33% 60
2025
Q1 		$3.3M Buy
12,915
+136
+1% +$38.4K 0.42% 50
2024
Q4 		$3.68M Sell
12,779
-540
-4% -$160K 0.49% 40
2024
Q3 		$3.78M Buy
13,319
+880
+7% +$241K 0.53% 38
2024
Q2 		$3.27M Buy
12,439
+86
+0.7% +$22.3K 0.51% 36
2024
Q1 		$3.35M Buy
12,353
+12
+0.1% +$3.07K 0.54% 36
2023
Q4 		$3.11M Buy
12,341
+64
+0.5% +$14.4K 0.57% 36
2023
Q3 		$2.75M Sell
12,277
-525
-4% -$126K 0.64% 28
2023
Q2 		$3.11M Buy
12,802
+342
+3% +$78.4K 0.74% 23
2023
Q1 		$2.83M Sell
12,460
-605
-5% -$138K 0.76% 24
2022
Q4 		$2.8M Sell
13,065
-316
-2% -$69.2K 0.81% 24
2022
Q3 		$2.76M Buy
13,381
+637
+5% +$143K 0.88% 23
2022
Q2 		$2.63M Sell
12,744
-1,918
-13% -$428K 0.8% 23
2022
Q1 		$3.75M Sell
14,662
-2,271
-13% -$581K 1% 13
2021
Q4 		$4.96M Sell
16,933
-236
-1% -$71.1K 1.23% 13
2021
Q3 		$5.04M Sell
17,169
-386
-2% -$116K 1.49% 11
2021
Q2 		$5.47M Sell
17,555
-181
-1% -$54.5K 1.58% 11
2021
Q1 		$5.33M Buy
17,736
+236
+1% +$73.2K 1.61% 11
2020
Q4 		$5.02M Sell
17,500
-2,301
-12% -$586K 1.57% 10
2020
Q3 		$4.39M Sell
19,801
-6,563
-25% -$1.44M 1.53% 10
2020
Q2 		$5.45M Sell
26,364
-10,257
-28% -$1.92M 1.78% 8
2020
Q1 		$5.79M Sell
36,621
-8,379
-19% -$1.66M 2.2% 7
2019
Q4 		$9.64M Buy
45,000
+1,122
+3% +$228K 2.81% 6
2019
Q3 		$8.46M Sell
43,878
-779
-2% -$154K 2.74% 4
2019
Q2 		$8.97M Buy
44,657
+1,962
+5% +$388K 2.91% 4
2019
Q1 		$8.4M Sell
42,695
-831
-2% -$158K 2.83% 4
2018
Q4 		$7.31M Buy
43,526
+8,004
+23% +$1.49M 2.61% 7
2018
Q3 		$7.64M Sell
35,522
-317
-0.9% -$67.6K 2.65% 8
2018
Q2 		$7.32M Sell
35,839
-1,064
-3% -$213K 2.72% 7
2018
Q1 		$7.03M Sell
36,903
-1,008
-3% -$194K 2.67% 8
2017
Q4 		$7.08M Buy
37,911
+689
+2% +$126K 2.59% 6
2017
Q3 		$6.66M Buy
37,222
+523
+1% +$88.8K 2.6% 8
2017
Q2 		$6.19M Buy
36,699
+1,513
+4% +$249K 2.55% 9
2017
Q1 		$5.69M Buy
35,186
+1,001
+3% +$159K 2.45% 11
2016
Q4 		$5.26M Sell
34,185
-25
-0.1% -$3.73K 2.31% 9
2016
Q3 		$5.09M Sell
34,210
-1,708
-5% -$249K 2.34% 10
2016
Q2 		$4.93M Sell
35,918
-1,366
-4% -$184K 2.4% 9
2016
Q1 		$4.94M Sell
37,284
-3,536
-9% -$441K 2.49% 8
2015
Q4 		$5.69M Buy
40,820
+2,022
+5% +$287K 2.83% 7
2015
Q3 		$5.2M Sell
38,798
-1,000
-3% -$148K 2.95% 7
2015
Q2 		$6.15M Sell
39,798
-728
-2% -$112K 3.27% 4
2015
Q1 		$6.14M Sell
40,526
-5,367
-12% -$782K 3.29% 4
2014
Q4 		$6.53M Buy
45,893
+19,867
+76% +$2.69M 3.67% 4
2014
Q3 		$3.38M Buy
26,026
+1,593
+7% +$214K 2.05% 10
2014
Q2 		$3.38M Buy
24,433
+4,229
+21% +$556K 2.01% 9
2014
Q1 		$2.75M Buy
20,204
+4,363
+28% +$597K 1.72% 10
2013
Q4 		$2.15M Buy
15,841
+1,460
+10% +$189K 1.45% 15
2013
Q3 		$1.81M Buy
14,381
+1,542
+12% +$186K 1.41% 16
2013
Q2 		$1.43M Buy
+12,839
New +$1.4M 1.13% 24

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Parkside Financial Bank & Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q1 2026, buying an estimated $445K and bringing the position to 11,492 shares worth $3.61M. The position accounts for 0.28% of the portfolio, ranked #60.

Parkside Financial Bank & Trust first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.64M in Q4 2019. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Parkside Financial Bank & Trust held 11,492 shares of iShares Russell 2000 Growth ETF worth $3.61M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1,337 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $445K.
  • iShares Russell 2000 Growth ETF made up 0.28% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #60 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $9.64M in Q4 2019.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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