SEC 13F Intelligence

Parkside Advisors LLC / IWB

Parkside Advisors LLC’s Ishares Tr Position

Does Parkside Advisors LLC own Ishares Tr (IWB)? Yes221.2K shares worth $75M (+16.50% of its 13F portfolio) as of Q2 2025, down from 225.0K shares the prior filed quarter.

Position Value
$75M
Q2 2025
Shares
221.2K
% of Portfolio
+16.50%
Quarters Held
27
currently held

Position History IWB

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $22MQ2 ’19: $22MQ3 ’19: $27MQ4 ’19: $37MQ4 ’19Q1 ’20: $36MQ2 ’20: $45MQ3 ’20: $51MQ4 ’20: $60MQ4 ’20Q1 ’21: $67MQ2 ’21: $73MQ3 ’21: $73MQ4 ’21: $78MQ4 ’21Q1 ’22: $75MQ2 ’22: $56MQ3 ’22: $51MQ4 ’22: $53MQ4 ’22Q1 ’23: $56MQ2 ’23: $55MQ3 ’23: $53MQ4 ’23: $60MQ4 ’23Q1 ’24: $65MQ2 ’24: $68MQ3 ’24: $73MQ4 ’24: $74MQ4 ’24Q1 ’25: $69MQ2 ’25: $75Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025221.2K$75M+16.50%
Q1 2025225.0K$69M+16.62%
Q4 2024229.4K$74M+17.42%
Q3 2024231.0K$73M+17.24%
Q2 2024229.9K$68M+17.48%
Q1 2024225.9K$65M+16.74%
Q4 2023227.9K$60M+16.55%
Q3 2023223.1K$53M+16.35%
Q2 2023223.9K$55M+16.90%
Q1 2023248.5K$56M+18.53%
Q4 2022250.4K$53M+18.45%
Q3 2022258.3K$51M+19.41%
Q2 2022271.7K$56M+20.39%
Q1 2022298.3K$75M+23.59%
Q4 2021295.1K$78M+23.66%
Q3 2021303.7K$73M+22.91%
Q2 2021301.6K$73M+23.28%
Q1 2021297.3K$67M+22.96%
Q4 2020283.9K$60M+22.54%
Q3 2020275.0K$51M+22.65%
Q2 2020264.1K$45M+21.10%
Q1 2020252.3K$36M+19.39%
Q4 2019209.2K$37M+16.69%
Q3 2019161.9K$27M+14.02%
Q2 2019134.8K$22M+12.12%
Q1 2019136.7K$22M+12.21%
Q4 2018136.9K$19M+11.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parkside Advisors LLC’s full portfolio or all institutional holders of IWB.