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Park Avenue Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Park Avenue Securities’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8M Sell
80,040
-1,867
-2% -$740K 0.2% 82
2026
Q1 		$29.2M Buy
81,907
+2,014
+3% +$750K 0.23% 75
2025
Q4 		$29.8M Buy
79,893
+14,188
+22% +$5.26M 0.25% 65
2025
Q3 		$24M Sell
65,705
-1,328
-2% -$468K 0.19% 89
2025
Q2 		$22.8M Buy
67,033
+48,620
+264% +$15.3M 0.21% 79
2025
Q1 		$5.65M Buy
18,413
+4,855
+36% +$1.57M 0.07% 182
2024
Q4 		$4.37M Buy
13,558
+8,564
+171% +$2.77M 0.04% 275
2024
Q3 		$1.57M Sell
4,994
-686
-12% -$208K 0.02% 499
2024
Q2 		$1.69M Buy
5,680
+221
+4% +$63.5K 0.02% 466
2024
Q1 		$1.57M Sell
5,459
-2,887
-35% -$791K 0.02% 491
2023
Q4 		$2.19M Buy
8,346
+2,665
+47% +$653K 0.03% 355
2023
Q3 		$1.33M Buy
+5,681
New +$1.39M 0.02% 453
2023
Q1 		– Sell
-18,283
Closed -$3.85M – 936
2022
Q4 		$3.85M Buy
18,283
+13,758
+304% +$2.91M 0.07% 183
2022
Q3 		$893K Buy
4,525
+2,979
+193% +$653K 0.02% 491
2022
Q2 		$321K Sell
1,546
-2,337
-60% -$528K 0.01% 891
2022
Q1 		$971K Sell
3,883
-6,348
-62% -$1.57M 0.02% 494
2021
Q4 		$2.71M Buy
10,231
+8,401
+459% +$2.16M 0.05% 225
2021
Q3 		$442K Buy
1,830
+74
+4% +$18.4K 0.01% 693
2021
Q2 		$425K Buy
1,756
+553
+46% +$130K 0.01% 697
2021
Q1 		$269K Sell
1,203
-3,011
-71% -$659K 0.01% 817
2020
Q4 		$893K Buy
+4,214
New +$841K 0.02% 316
2020
Q3 		– Sell
-1,363
Closed -$234K – 752
2020
Q2 		$234K Buy
+1,363
New +$221K 0.01% 589
2020
Q1 		– Sell
-1,776
Closed -$317K – 444
2019
Q4 		$317K Buy
+1,776
New +$303K 0.01% 452
2017
Q3 		– Sell
-3,008
Closed -$408K – 176
2017
Q2 		$408K Buy
+3,008
New +$402K 0.04% 92

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Park Avenue Securities's IWB Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares Russell 1000 ETF (IWB) stake by 2.3% in Q2 2026, selling an estimated $740K and leaving 80,040 shares worth $32.8M. The position accounts for 0.2% of the portfolio, ranked #82.

Park Avenue Securities first reported a position in IWB in Q2 2017 and has held it in 24 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Park Avenue Securities held 80,040 shares of iShares Russell 1000 ETF worth $32.8M as of Q2 2026.
  • Park Avenue Securities sold 1,867 iShares Russell 1000 ETF shares in Q2 2026, an estimated $740K.
  • iShares Russell 1000 ETF made up 0.2% of Park Avenue Securities's portfolio in Q2 2026, its #82 holding.
  • Park Avenue Securities first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 24 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.