Parkside Financial Bank & Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	1,214 -7	-0.6%	-$1.85K	0.02%	358
2025 Q4	$338K	Hold	1,221	–	–	0.03%	330
2025 Q3	$334K	Hold	1,221	–	–	0.03%	324
2025 Q2	$301K	Hold	1,221	–	–	0.03%	340
2025 Q1	$258K	Buy	1,221 +416	+52%	+$95.7K	0.03%	341
2024 Q4	$189K	Buy	805 +150	+23%	+$34.4K	0.03%	392
2024 Q3	$144K	Hold	655	–	–	0.02%	446
2024 Q2	$141K	Hold	655	–	–	0.02%	430
2024 Q1	$128K	Hold	655	–	–	0.02%	455
2023 Q4	$115K	Hold	655	–	–	0.02%	440
2023 Q3	$101K	Sell	655 -78	-11%	-$12.4K	0.02%	410
2023 Q2	$116K	Hold	733	–	–	0.03%	379
2023 Q1	$102K	Sell	733 -125	-15%	-$16.2K	0.03%	385
2022 Q4	$103K	Sell	858 -249	-22%	-$30.9K	0.03%	376
2022 Q3	$132K	Buy	1,107 +295	+36%	+$39.6K	0.04%	279
2022 Q2	$102K	Hold	812	–	–	0.03%	341
2022 Q1	$129K	Hold	812	–	–	0.03%	295
2021 Q4	$141K	Hold	812	–	–	0.03%	294
2021 Q3	$124K	Hold	812	–	–	0.04%	283
2021 Q2	$123K	Hold	812	–	–	0.04%	289
2021 Q1	$109K	Hold	812	–	–	0.03%	303
2020 Q4	$108K	Hold	812	–	–	0.03%	301
2020 Q3	$98K	Hold	812	–	–	0.03%	297
2020 Q2	$87K	Hold	812	–	–	0.03%	327
2020 Q1	$68K	Buy	812 +157	+24%	+$14.9K	0.03%	320
2019 Q4	$63K	Hold	655	–	–	0.02%	386
2019 Q3	$57K	Hold	655	–	–	0.02%	376
2019 Q2	$56K	Hold	655	–	–	0.02%	377
2019 Q1	$54K	Hold	655	–	–	0.02%	367
2018 Q4	$47K	Hold	655	–	–	0.02%	368
2018 Q3	$56K	Hold	655	–	–	0.02%	348
2018 Q2	$51K	Hold	655	–	–	0.02%	351
2018 Q1	$48K	Hold	655	–	–	0.02%	350
2017 Q4	$48K	Hold	655	–	–	0.02%	367
2017 Q3	$44K	Buy	+655	New	+$43.6K	0.02%	371

Other funds holding IWY

TCIIS

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

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

Parkside Financial Bank & Trust reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.57% in Q1 2026, selling an estimated $1.85K and leaving 1,214 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #358.

Parkside Financial Bank & Trust first reported a position in IWY in Q3 2017 and has held it in 35 quarters since. The position peaked at $338K in Q4 2025. 641 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Parkside Financial Bank & Trust held 1,214 shares of iShares Russell Top 200 Growth ETF worth $302K as of Q1 2026.
Parkside Financial Bank & Trust sold 7 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.85K.
iShares Russell Top 200 Growth ETF made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #358 holding.
Parkside Financial Bank & Trust first reported a position in iShares Russell Top 200 Growth ETF in Q3 2017 and has held it in 35 quarters since.
Parkside Financial Bank & Trust's iShares Russell Top 200 Growth ETF position peaked at $338K in Q4 2025.
641 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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