Park Avenue Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Park Avenue Securities’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.05M	Sell	14,018 -19,963	-59%	-$2.75M	0.01%	665
2026 Q1	$4.35M	Sell	33,981 -36,599	-52%	-$4.95M	0.03%	346
2025 Q4	$9.66M	Buy	70,580 +27,619	+64%	+$3.86M	0.08%	193
2025 Q3	$6.12M	Buy	42,961 +2,670	+7%	+$377K	0.05%	284
2025 Q2	$5.59M	Sell	40,291 -5,014	-11%	-$634K	0.05%	253
2025 Q1	$5.32M	Buy	45,305 +1,069	+2%	+$137K	0.07%	189
2024 Q4	$5.61M	Buy	44,236 +15,840	+56%	+$2.01M	0.06%	226
2024 Q3	$3.33M	Buy	28,396 +299	+1%	+$33.4K	0.04%	293
2024 Q2	$3.1M	Buy	28,097 +3,611	+15%	+$397K	0.04%	298
2024 Q1	$2.79M	Sell	24,486 -691	-3%	-$74.8K	0.04%	311
2023 Q4	$2.63M	Buy	25,177 +2,170	+9%	+$206K	0.04%	301
2023 Q3	$2.1M	Buy	23,007 +185	+0.8%	+$17.7K	0.03%	321
2023 Q2	$2.21M	Buy	22,822 +1,249	+6%	+$114K	0.03%	296
2023 Q1	$1.96M	Sell	21,573 -3,174	-13%	-$283K	0.03%	298
2022 Q4	$2.07M	Buy	24,747 +4,189	+20%	+$353K	0.04%	302
2022 Q3	$1.61M	Buy	20,558 +815	+4%	+$70.1K	0.03%	310
2022 Q2	$1.56M	Buy	19,743 +2,498	+14%	+$218K	0.03%	319
2022 Q1	$1.73M	Buy	17,245 +4,241	+33%	+$422K	0.03%	315
2021 Q4	$1.5M	Buy	+13,004	New	+$1.52M	0.03%	337
2020 Q1	–	Sell	-5,132	Closed	-$392K	–	449
2019 Q4	$392K	Sell	5,132 -1,036	-17%	-$76K	0.02%	396
2019 Q3	$436K	Buy	+6,168	New	+$443K	0.02%	276
2019 Q2	–	Sell	-7,566	Closed	-$520K	–	361
2019 Q1	$520K	Buy	+7,566	New	+$486K	0.03%	209

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Park Avenue Securities reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 59% in Q2 2026, selling an estimated $2.75M and leaving 14,018 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #665.

Park Avenue Securities first reported a position in IWP in Q1 2019 and has held it in 22 quarters since. The position peaked at $9.66M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Park Avenue Securities held 14,018 shares of iShares Russell Mid-Cap Growth ETF worth $2.05M as of Q2 2026.
Park Avenue Securities sold 19,963 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.75M.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #665 holding.
Park Avenue Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 22 quarters since.
Park Avenue Securities's iShares Russell Mid-Cap Growth ETF position peaked at $9.66M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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