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 Q2	$66.5K	Hold	632	–	–	﹤0.01%	926
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 $29.1B 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 $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Parkside Financial Bank & Trust's IWX Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 632 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Parkside Financial Bank & Trust first reported a position in IWX in Q3 2022 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Parkside Financial Bank & Trust held 632 shares of iShares Russell Top 200 Value ETF worth $66.5K as of Q2 2026.
Parkside Financial Bank & Trust left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #926 holding.
Parkside Financial Bank & Trust first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and has held it in 8 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.