PFBT
IWP icon

Parkside Financial Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Parkside Financial Bank & Trust’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
8,912
+2,387
+37% +$323K 0.09% 142
2025
Q4 		$893K Buy
6,525
+37
+0.6% +$5.17K 0.07% 166
2025
Q3 		$924K Buy
6,488
+3,992
+160% +$564K 0.07% 161
2025
Q2 		$346K Sell
2,496
-22
-0.9% -$2.78K 0.04% 314
2025
Q1 		$296K Buy
2,518
+1,232
+96% +$158K 0.04% 312
2024
Q4 		$163K Buy
1,286
+7
+0.5% +$890 0.02% 431
2024
Q3 		$150K Sell
1,279
-43
-3% -$4.81K 0.02% 435
2024
Q2 		$146K Buy
1,322
+20
+2% +$2.2K 0.02% 422
2024
Q1 		$149K Sell
1,302
-125
-9% -$13.5K 0.02% 414
2023
Q4 		$149K Buy
1,427
+67
+5% +$6.35K 0.03% 370
2023
Q3 		$124K Hold
1,360
– – 0.03% 359
2023
Q2 		$131K Sell
1,360
-1,053
-44% -$96K 0.03% 345
2023
Q1 		$220K Sell
2,413
-165
-6% -$14.7K 0.06% 216
2022
Q4 		$216K Sell
2,578
-22
-0.8% -$1.85K 0.06% 219
2022
Q3 		$204K Buy
2,600
+121
+5% +$10.4K 0.07% 214
2022
Q2 		$196K Sell
2,479
-617
-20% -$53.7K 0.06% 225
2022
Q1 		$311K Buy
3,096
+1,009
+48% +$100K 0.08% 174
2021
Q4 		$240K Buy
2,087
+9
+0.4% +$1.05K 0.06% 220
2021
Q3 		$233K Buy
2,078
+1,133
+120% +$130K 0.07% 189
2021
Q2 		$107K Buy
945
+31
+3% +$3.31K 0.03% 320
2021
Q1 		$93K Sell
914
-34
-4% -$3.56K 0.03% 332
2020
Q4 		$97K Hold
948
– – 0.03% 326
2020
Q3 		$82K Sell
948
-4
-0.4% -$338 0.03% 329
2020
Q2 		$75K Sell
952
-114
-11% -$8.27K 0.02% 353
2020
Q1 		$65K Buy
1,066
+734
+221% +$53.5K 0.02% 335
2019
Q4 		$25K Buy
332
+6
+2% +$440 0.01% 597
2019
Q3 		$23K Buy
326
+26
+9% +$1.87K 0.01% 579
2019
Q2 		$21K Buy
300
+148
+97% +$10.3K 0.01% 623
2019
Q1 		$10K Buy
152
+54
+55% +$3.47K ﹤0.01% 782
2018
Q4 		$6K Buy
98
+52
+113% +$3.16K ﹤0.01% 867
2018
Q3 		$3K Buy
46
+24
+109% +$1.6K ﹤0.01% 996
2018
Q2 		$1K Sell
22
-146
-87% -$9.19K ﹤0.01% 1267
2018
Q1 		$10K Buy
168
+4
+2% +$250 ﹤0.01% 728
2017
Q4 		$10K Buy
164
+78
+91% +$4.58K ﹤0.01% 734
2017
Q3 		$5K Buy
86
+4
+5% +$219 ﹤0.01% 849
2017
Q2 		$4K Buy
82
+4
+5% +$213 ﹤0.01% 898
2017
Q1 		$4K Sell
78
-600
-88% -$30.6K ﹤0.01% 865
2016
Q4 		$33K Buy
678
+8
+1% +$386 0.01% 414
2016
Q3 		$33K Sell
670
-624
-48% -$30.3K 0.02% 458
2016
Q2 		$61K Sell
1,294
-324
-20% -$15K 0.03% 301
2016
Q1 		$75K Sell
1,618
-1,200
-43% -$51.8K 0.04% 258
2015
Q4 		$130K Sell
2,818
-368
-12% -$17.1K 0.06% 186
2015
Q3 		$141K Sell
3,186
-5,308
-62% -$252K 0.08% 163
2015
Q2 		$411K Sell
8,494
-1,496
-15% -$73.8K 0.22% 90
2015
Q1 		$490K Sell
9,990
-1,160
-10% -$55.4K 0.26% 80
2014
Q4 		$519K Sell
11,150
-770
-6% -$34.8K 0.29% 74
2014
Q3 		$526K Sell
11,920
-7,214
-38% -$322K 0.32% 70
2014
Q2 		$856K Sell
19,134
-6,086
-24% -$262K 0.51% 59
2014
Q1 		$1.08M Sell
25,220
-3,742
-13% -$159K 0.68% 40
2013
Q4 		$1.22M Sell
28,962
-2,434
-8% -$98.4K 0.83% 37
2013
Q3 		$1.23M Buy
31,396
+310
+1% +$11.8K 0.96% 31
2013
Q2 		$1.11M Buy
+31,086
New +$1.11M 0.88% 33

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 IWP Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 37% in Q1 2026, buying an estimated $323K and bringing the position to 8,912 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #142.

Parkside Financial Bank & Trust first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.23M in Q3 2013. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Parkside Financial Bank & Trust held 8,912 shares of iShares Russell Mid-Cap Growth ETF worth $1.14M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 2,387 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $323K.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #142 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $1.23M in Q3 2013.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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