Parkside Financial Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$157K	Hold	422	–	–	0.01%	520
2025 Q4	$163K	Hold	422	–	–	0.01%	508
2025 Q3	$160K	Buy	422 +1	+0.2%	+$365	0.01%	508
2025 Q2	$148K	Hold	421	–	–	0.02%	519
2025 Q1	$134K	Buy	421 +1	+0.2%	+$335	0.02%	482
2024 Q4	$140K	Hold	420	–	–	0.02%	472
2024 Q3	$137K	Buy	420 +1	+0.2%	+$315	0.02%	460
2024 Q2	$129K	Hold	419	–	–	0.02%	449
2024 Q1	$126K	Hold	419	–	–	0.02%	459
2023 Q4	$115K	Buy	419 +2	+0.5%	+$510	0.02%	441
2023 Q3	$102K	Sell	417 -483	-54%	-$123K	0.02%	407
2023 Q2	$229K	Buy	900 +2	+0.2%	+$481	0.05%	238
2023 Q1	$211K	Buy	898 +2	+0.2%	+$462	0.06%	225
2022 Q4	$198K	Sell	896 -956	-52%	-$212K	0.06%	230
2022 Q3	$383K	Sell	1,852 -1,784	-49%	-$410K	0.12%	139
2022 Q2	$790K	Buy	3,636 +2,259	+164%	+$535K	0.24%	74
2022 Q1	$361K	Hold	1,377	–	–	0.1%	155
2021 Q4	$382K	Hold	1,377	–	–	0.09%	155
2021 Q3	$351K	Hold	1,377	–	–	0.1%	135
2021 Q2	$352K	Hold	1,377	–	–	0.1%	139
2021 Q1	$327K	Hold	1,377	–	–	0.1%	143
2020 Q4	$308K	Hold	1,377	–	–	0.1%	147
2020 Q3	$269K	Hold	1,377	–	–	0.09%	143
2020 Q2	$248K	Sell	1,377 -56	-4%	-$9.49K	0.08%	173
2020 Q1	$213K	Hold	1,433	–	–	0.08%	163
2019 Q4	$270K	Sell	1,433 -1,367	-49%	-$246K	0.08%	166
2019 Q3	$487K	Hold	2,800	–	–	0.16%	95
2019 Q2	$483K	Hold	2,800	–	–	0.16%	97
2019 Q1	$467K	Hold	2,800	–	–	0.16%	97
2018 Q4	$411K	Hold	2,800	–	–	0.15%	103
2018 Q3	$482K	Hold	2,800	–	–	0.17%	101
2018 Q2	$454K	Sell	2,800 -460	-14%	-$73.9K	0.17%	97
2018 Q1	$510K	Hold	3,260	–	–	0.19%	86
2017 Q4	$516K	Sell	3,260 -45	-1%	-$6.94K	0.19%	86
2017 Q3	$493K	Sell	3,305 -238	-7%	-$34.7K	0.19%	83
2017 Q2	$510K	Sell	3,543 -55	-2%	-$7.82K	0.21%	83
2017 Q1	$503K	Hold	3,598	–	–	0.22%	83
2016 Q4	$478K	Hold	3,598	–	–	0.21%	91
2016 Q3	$461K	Sell	3,598 -234	-6%	-$29.9K	0.21%	92
2016 Q2	$475K	Buy	3,832 +81	+2%	+$9.9K	0.23%	83
2016 Q1	$453K	Sell	3,751 -953	-20%	-$109K	0.23%	86
2015 Q4	$566K	Buy	4,704 +3,445	+274%	+$419K	0.28%	67
2015 Q3	$143K	Sell	1,259 -3,249	-72%	-$393K	0.08%	160
2015 Q2	$559K	Sell	4,508 -80	-2%	-$10.1K	0.3%	72
2015 Q1	$568K	Buy	4,588 +2	+0%	+$246	0.3%	70
2014 Q4	$561K	Hold	4,586	–	–	0.32%	70
2014 Q3	$535K	Sell	4,586 -43	-0.9%	-$5.07K	0.32%	69
2014 Q2	$545K	Sell	4,629 -219	-5%	-$24.9K	0.32%	76
2014 Q1	$545K	Buy	4,848 +2,387	+97%	+$263K	0.34%	75
2013 Q4	$272K	Sell	2,461 -362	-13%	-$38.4K	0.18%	119
2013 Q3	$286K	Sell	2,823 -2,845	-50%	-$285K	0.22%	98
2013 Q2	$546K	Buy	+5,668	New	+$543K	0.43%	64

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 422 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #520.

Parkside Financial Bank & Trust first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $790K in Q2 2022. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Parkside Financial Bank & Trust held 422 shares of iShares Russell 3000 ETF worth $157K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #520 holding.
Parkside Financial Bank & Trust first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
Parkside Financial Bank & Trust's iShares Russell 3000 ETF position peaked at $790K in Q2 2022.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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