PFBT
IWS icon

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

Parkside Financial Bank & Trust’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13M Buy
7,736
+837
+12% +$124K 0.09% 143
2025
Q4 		$973K Buy
6,899
+1
+0% +$140 0.07% 154
2025
Q3 		$963K Buy
6,898
+3,001
+77% +$410K 0.07% 154
2025
Q2 		$515K Buy
3,897
+207
+6% +$26K 0.06% 234
2025
Q1 		$465K Sell
3,690
-5
-0.1% -$651 0.06% 226
2024
Q4 		$478K Buy
3,695
+135
+4% +$18.1K 0.06% 212
2024
Q3 		$471K Buy
3,560
+2
+0.1% +$253 0.07% 209
2024
Q2 		$430K Hold
3,558
– – 0.07% 209
2024
Q1 		$446K Sell
3,558
-2
-0.1% -$236 0.07% 203
2023
Q4 		$414K Buy
3,560
+1,728
+94% +$184K 0.08% 197
2023
Q3 		$191K Sell
1,832
-479
-21% -$52.8K 0.04% 272
2023
Q2 		$254K Buy
2,311
+202
+10% +$21.3K 0.06% 225
2023
Q1 		$224K Sell
2,109
-309
-13% -$33.7K 0.06% 213
2022
Q4 		$255K Sell
2,418
-95
-4% -$9.96K 0.07% 196
2022
Q3 		$241K Buy
2,513
+1
+0% +$107 0.08% 186
2022
Q2 		$255K Hold
2,512
– – 0.08% 183
2022
Q1 		$301K Buy
2,512
+2
+0.1% +$235 0.08% 178
2021
Q4 		$307K Hold
2,510
– – 0.08% 184
2021
Q3 		$284K Buy
2,510
+12
+0.5% +$1.39K 0.08% 164
2021
Q2 		$287K Sell
2,498
-85
-3% -$9.75K 0.08% 157
2021
Q1 		$282K Sell
2,583
-64
-2% -$6.67K 0.09% 157
2020
Q4 		$257K Sell
2,647
-88
-3% -$7.93K 0.08% 164
2020
Q3 		$221K Hold
2,735
– – 0.08% 169
2020
Q2 		$209K Buy
2,735
+331
+14% +$24.1K 0.07% 195
2020
Q1 		$154K Sell
2,404
-229
-9% -$19.6K 0.06% 200
2019
Q4 		$249K Buy
2,633
+427
+19% +$39K 0.07% 172
2019
Q3 		$198K Sell
2,206
-46
-2% -$4.08K 0.06% 184
2019
Q2 		$201K Buy
2,252
+3
+0.1% +$263 0.07% 187
2019
Q1 		$195K Buy
2,249
+109
+5% +$9.19K 0.07% 182
2018
Q4 		$163K Buy
2,140
+124
+6% +$10.4K 0.06% 188
2018
Q3 		$182K Buy
2,016
+61
+3% +$5.52K 0.06% 183
2018
Q2 		$173K Sell
1,955
-110
-5% -$9.67K 0.06% 181
2018
Q1 		$178K Buy
2,065
+4
+0.2% +$355 0.07% 178
2017
Q4 		$183K Sell
2,061
-50
-2% -$4.34K 0.07% 173
2017
Q3 		$179K Sell
2,111
-153
-7% -$12.8K 0.07% 163
2017
Q2 		$190K Sell
2,264
-780
-26% -$64.9K 0.08% 152
2017
Q1 		$253K Buy
3,044
+3
+0.1% +$248 0.11% 129
2016
Q4 		$244K Sell
3,041
-74
-2% -$5.76K 0.11% 137
2016
Q3 		$239K Buy
3,115
+2
+0.1% +$153 0.11% 144
2016
Q2 		$232K Sell
3,113
-64
-2% -$4.64K 0.11% 134
2016
Q1 		$226K Buy
3,177
+98
+3% +$6.46K 0.11% 131
2015
Q4 		$211K Buy
3,079
+6
+0.2% +$422 0.11% 138
2015
Q3 		$206K Sell
3,073
-3,155
-51% -$224K 0.12% 126
2015
Q2 		$459K Sell
6,228
-1,966
-24% -$148K 0.24% 82
2015
Q1 		$616K Sell
8,194
-1,656
-17% -$124K 0.33% 66
2014
Q4 		$727K Sell
9,850
-1,276
-11% -$91.7K 0.41% 59
2014
Q3 		$779K Sell
11,126
-6,142
-36% -$440K 0.47% 58
2014
Q2 		$1.25M Sell
17,268
-8,367
-33% -$584K 0.75% 36
2014
Q1 		$1.76M Sell
25,635
-3,486
-12% -$232K 1.1% 22
2013
Q4 		$1.91M Sell
29,121
-1,021
-3% -$65K 1.3% 17
2013
Q3 		$1.84M Sell
30,142
-458
-1% -$27.6K 1.43% 15
2013
Q2 		$1.77M Buy
+30,600
New +$1.77M 1.4% 16

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Parkside Financial Bank & Trust increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 12% in Q1 2026, buying an estimated $124K and bringing the position to 7,736 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #143.

Parkside Financial Bank & Trust first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91M in Q4 2013. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Parkside Financial Bank & Trust held 7,736 shares of iShares Russell Mid-Cap Value ETF worth $1.13M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 837 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $124K.
  • iShares Russell Mid-Cap Value ETF made up 0.09% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #143 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's iShares Russell Mid-Cap Value ETF position peaked at $1.91M in Q4 2013.
  • 993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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