Parkside Financial Bank & Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.6K	Hold	632	–	–	﹤0.01%	899
2025 Q4	$58.1K	Hold	632	–	–	﹤0.01%	898
2025 Q3	$55.5K	Hold	632	–	–	﹤0.01%	894
2025 Q2	$53.2K	Hold	632	–	–	0.01%	877
2025 Q1	$51.9K	Buy	+632	New	+$52K	0.01%	821
2023 Q1	–	Sell	-318	Closed	-$20.7K	–	2063
2022 Q4	$20.7K	Hold	318	–	–	0.01%	846
2022 Q3	$18K	Buy	+318	New	+$20.2K	0.01%	835

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

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

Parkside Financial Bank & Trust held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 632 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Parkside Financial Bank & Trust first reported a position in IWX in Q3 2022 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Parkside Financial Bank & Trust held 632 shares of iShares Russell Top 200 Value ETF worth $58.6K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #899 holding.
Parkside Financial Bank & Trust first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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