SEC 13F Intelligence

Parkside Advisors LLC / IWM

Parkside Advisors LLC’s Ishares Tr Position

Does Parkside Advisors LLC own Ishares Tr (IWM)? Yes — 168.1K shares worth $36M (+7.97% of its 13F portfolio) as of Q2 2025, up from 166.9K shares the prior filed quarter.

Position Value
$36M
Q2 2025
Shares
168.1K
% of Portfolio
+7.97%
Quarters Held
27
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $16MQ4 ’19Q1 ’20: $14MQ2 ’20: $18MQ3 ’20: $20MQ4 ’20: $27MQ4 ’20Q1 ’21: $29MQ2 ’21: $31MQ3 ’21: $30MQ4 ’21: $30MQ4 ’21Q1 ’22: $30MQ2 ’22: $22MQ3 ’22: $22MQ4 ’22: $23MQ4 ’22Q1 ’23: $24MQ2 ’23: $26MQ3 ’23: $25MQ4 ’23: $30MQ4 ’23Q1 ’24: $32MQ2 ’24: $32MQ3 ’24: $35MQ4 ’24: $36MQ4 ’24Q1 ’25: $33MQ2 ’25: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025168.1K$36M+7.97%
Q1 2025166.9K$33M+8.01%
Q4 2024163.3K$36M+8.50%
Q3 2024160.7K$35M+8.43%
Q2 2024156.5K$32M+8.11%
Q1 2024151.8K$32M+8.22%
Q4 2023151.1K$30M+8.40%
Q3 2023141.3K$25M+7.79%
Q2 2023138.5K$26M+8.03%
Q1 2023133.0K$24M+7.85%
Q4 2022132.4K$23M+8.08%
Q3 2022132.4K$22M+8.31%
Q2 2022128.8K$22M+7.88%
Q1 2022144.1K$30M+9.35%
Q4 2021136.2K$30M+9.19%
Q3 2021138.7K$30M+9.47%
Q2 2021134.5K$31M+9.83%
Q1 2021133.1K$29M+10.14%
Q4 2020137.2K$27M+10.08%
Q3 2020134.9K$20M+8.89%
Q2 2020122.5K$18M+8.16%
Q1 2020122.0K$14M+7.58%
Q4 201997.4K$16M+7.21%
Q3 201969.1K$10M+5.51%
Q2 201955.8K$9M+4.79%
Q1 201954.9K$8M+4.77%
Q4 201854.5K$7M+4.46%

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 IWM.