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Park Avenue Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Park Avenue Securities’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
54,474
+2,437
+5% +$685K 0.1% 160
2026
Q1 		$12.9M Sell
52,037
-32,588
-39% -$8.41M 0.1% 150
2025
Q4 		$20.8M Sell
84,625
-1,678
-2% -$413K 0.18% 93
2025
Q3 		$20.9M Buy
86,303
+36,732
+74% +$8.43M 0.16% 100
2025
Q2 		$10.7M Buy
49,571
+21,854
+79% +$4.4M 0.1% 146
2025
Q1 		$5.53M Buy
27,717
+3,453
+14% +$749K 0.07% 184
2024
Q4 		$5.36M Buy
24,264
+4,977
+26% +$1.13M 0.06% 231
2024
Q3 		$4.26M Sell
19,287
-4,468
-19% -$956K 0.05% 256
2024
Q2 		$4.82M Sell
23,755
-62,944
-73% -$12.7M 0.06% 215
2024
Q1 		$18.2M Buy
86,699
+3,598
+4% +$718K 0.24% 63
2023
Q4 		$16.7M Sell
83,101
-11,234
-12% -$2.01M 0.23% 63
2023
Q3 		$16.7M Buy
94,335
+72,789
+338% +$13.7M 0.26% 54
2023
Q2 		$4.04M Buy
21,546
+2,710
+14% +$483K 0.06% 193
2023
Q1 		$3.36M Sell
18,836
-6,422
-25% -$1.18M 0.06% 200
2022
Q4 		$4.4M Sell
25,258
-12,687
-33% -$2.26M 0.08% 163
2022
Q3 		$6.26M Sell
37,945
-7,455
-16% -$1.36M 0.12% 106
2022
Q2 		$7.69M Sell
45,400
-18,075
-28% -$3.33M 0.15% 90
2022
Q1 		$13M Sell
63,475
-22,166
-26% -$4.52M 0.23% 53
2021
Q4 		$19.1M Sell
85,641
-25,570
-23% -$5.78M 0.34% 37
2021
Q3 		$24.3M Buy
111,211
+42,999
+63% +$9.53M 0.49% 30
2021
Q2 		$15.6M Buy
68,212
+31,370
+85% +$7.05M 0.33% 34
2021
Q1 		$8.14M Buy
36,842
+30,410
+473% +$6.64M 0.2% 52
2020
Q4 		$1.26M Sell
6,432
-19,876
-76% -$3.48M 0.04% 241
2020
Q3 		$3.94M Buy
26,308
+379
+1% +$57K 0.13% 70
2020
Q2 		$3.71M Buy
+25,929
New +$3.4M 0.14% 65
2020
Q1 		– Sell
-4,921
Closed -$815K – 447
2019
Q4 		$815K Buy
4,921
+970
+25% +$153K 0.03% 211
2019
Q3 		$598K Buy
+3,951
New +$603K 0.03% 220
2019
Q2 		– Sell
-3,500
Closed -$542K – 360
2019
Q1 		$542K Buy
+3,500
New +$526K 0.03% 202
2017
Q3 		– Sell
-99,617
Closed -$14.1M – 179
2017
Q2 		$14.1M Buy
+99,617
New +$13.8M 1.54% 23
2016
Q3 		– Sell
-120,265
Closed -$13.9M – 76
2016
Q2 		$13.9M Buy
120,265
+1,773
+1% +$200K 2.37% 14
2016
Q1 		$13.2M Buy
118,492
+37,121
+46% +$3.84M 2.49% 14
2015
Q4 		$9.16M Buy
81,371
+1,392
+2% +$161K 1.94% 17
2015
Q3 		$8.73M Buy
79,979
+177
+0.2% +$21K 2.13% 14
2015
Q2 		$9.99M Buy
79,802
+2,365
+3% +$295K 2.45% 14
2015
Q1 		$9.63M Buy
77,437
+1,245
+2% +$150K 2.52% 14
2014
Q4 		$9.11M Buy
+76,192
New +$8.71M 2.26% 14

Other funds holding IWM

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Park Avenue Securities increased its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q2 2026, buying an estimated $685K and bringing the position to 54,474 shares worth $16.4M. The position accounts for 0.1% of the portfolio, ranked #160.

Park Avenue Securities first reported a position in IWM in Q4 2014 and has held it in 36 quarters since. The position peaked at $24.3M in Q3 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Park Avenue Securities held 54,474 shares of iShares Russell 2000 ETF worth $16.4M as of Q2 2026.
  • Park Avenue Securities bought 2,437 iShares Russell 2000 ETF shares in Q2 2026, an estimated $685K.
  • iShares Russell 2000 ETF made up 0.1% of Park Avenue Securities's portfolio in Q2 2026, its #160 holding.
  • Park Avenue Securities first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 36 quarters since.
  • Park Avenue Securities's iShares Russell 2000 ETF position peaked at $24.3M in Q3 2021.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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