PAS
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Park Avenue Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Park Avenue Securities’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.55M Buy
68,472
+380
+0.6% +$40K 0.05% 288
2026
Q1 		$6.62M Sell
68,092
-28,620
-30% -$2.86M 0.05% 266
2025
Q4 		$9.31M Buy
96,712
+12,045
+14% +$1.16M 0.08% 202
2025
Q3 		$8.18M Buy
84,667
+5,177
+7% +$491K 0.06% 224
2025
Q2 		$7.31M Buy
79,490
+71,834
+938% +$6.21M 0.07% 212
2025
Q1 		$651K Sell
7,656
-6,728
-47% -$600K 0.01% 760
2024
Q4 		$1.27M Buy
14,384
+6,255
+77% +$568K 0.01% 649
2024
Q3 		$716K Sell
8,129
-8,213
-50% -$692K 0.01% 819
2024
Q2 		$1.32M Buy
16,342
+1,745
+12% +$142K 0.02% 547
2024
Q1 		$1.23M Sell
14,597
-2,009
-12% -$159K 0.02% 572
2023
Q4 		$1.29M Buy
16,606
+1,956
+13% +$139K 0.02% 518
2023
Q3 		$1.01M Buy
14,650
+4,107
+39% +$300K 0.02% 555
2023
Q2 		$770K Buy
+10,543
New +$733K 0.01% 552
2023
Q1 		– Sell
-18,220
Closed -$1.23M – 939
2022
Q4 		$1.23M Buy
+18,220
New +$1.23M 0.02% 438
2022
Q3 		– Sell
-31,037
Closed -$2.01M – 1143
2022
Q2 		$2.01M Buy
31,037
+2,625
+9% +$187K 0.04% 271
2022
Q1 		$2.22M Sell
28,412
-11,080
-28% -$853K 0.04% 257
2021
Q4 		$3.28M Buy
39,492
+494
+1% +$40.5K 0.06% 192
2021
Q3 		$3.05M Buy
38,998
+9,248
+31% +$741K 0.06% 173
2021
Q2 		$2.36M Buy
29,750
+12,294
+70% +$954K 0.05% 198
2021
Q1 		$1.29M Buy
17,456
+11,859
+212% +$857K 0.03% 278
2020
Q4 		$384K Buy
+5,597
New +$357K 0.01% 589

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Park Avenue Securities increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.56% in Q2 2026, buying an estimated $40K and bringing the position to 68,472 shares worth $7.55M. The position accounts for 0.05% of the portfolio, ranked #288.

Park Avenue Securities first reported a position in IWR in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.31M in Q4 2025. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Park Avenue Securities held 68,472 shares of iShares Russell Mid-Cap ETF worth $7.55M as of Q2 2026.
  • Park Avenue Securities bought 380 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $40K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Park Avenue Securities's portfolio in Q2 2026, its #288 holding.
  • Park Avenue Securities first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Park Avenue Securities's iShares Russell Mid-Cap ETF position peaked at $9.31M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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