Parkside Financial Bank & Trust’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84	Hold	1	–	–	﹤0.01%	2664
2025 Q4	$94	Hold	1	–	–	﹤0.01%	2656
2025 Q3	$91	Hold	1	–	–	﹤0.01%	2680
2025 Q2	$87	Hold	1	–	–	﹤0.01%	2699
2025 Q1	$79	Buy	+1	New	+$81	﹤0.01%	2717

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

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

Parkside Financial Bank & Trust held its iShares US Financial Services ETF (IYG) position steady in Q1 2026 at 1 share worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Parkside Financial Bank & Trust first reported a position in IYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $94 in Q4 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Parkside Financial Bank & Trust held 1 share of iShares US Financial Services ETF worth $84 as of Q1 2026.
Parkside Financial Bank & Trust left its iShares US Financial Services ETF share count unchanged in Q1 2026.
iShares US Financial Services ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2664 holding.
Parkside Financial Bank & Trust first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 5 quarters since.
Parkside Financial Bank & Trust's iShares US Financial Services ETF position peaked at $94 in Q4 2025.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

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