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Park Avenue Securities’s iShares Russell 3000 ETF IWV Stock Holding History

Park Avenue Securities’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
2,660
-310
-10% -$128K 0.01% 898
2026
Q1 		$1.1M Sell
2,970
-5,120
-63% -$1.98M 0.01% 772
2025
Q4 		$3.13M Buy
8,090
+4,988
+161% +$1.91M 0.03% 409
2025
Q3 		$1.18M Sell
3,102
-17
-0.5% -$6.2K 0.01% 813
2025
Q2 		$1.09M Buy
+3,119
New +$1.01M 0.01% 750
2025
Q1 		– Sell
-2,250
Closed -$752K – 1360
2024
Q4 		$752K Buy
2,250
+878
+64% +$296K 0.01% 896
2024
Q3 		$448K Buy
1,372
+78
+6% +$24.6K 0.01% 1018
2024
Q2 		$399K Sell
1,294
-15
-1% -$4.48K ﹤0.01% 1070
2024
Q1 		$393K Buy
1,309
+428
+49% +$122K 0.01% 1065
2023
Q4 		$241K Buy
+881
New +$225K ﹤0.01% 1206
2023
Q1 		– Sell
-1,201
Closed -$265K – 940
2022
Q4 		$265K Buy
+1,201
New +$267K ﹤0.01% 1027
2022
Q1 		– Sell
-2,387
Closed -$662K – 1154
2021
Q4 		$662K Buy
+2,387
New +$647K 0.01% 598
2021
Q1 		– Sell
-98,328
Closed -$22M – 965
2020
Q4 		$22M Sell
98,328
-3,391
-3% -$712K 0.61% 25
2020
Q3 		$19.9M Buy
101,719
+8,086
+9% +$1.56M 0.67% 25
2020
Q2 		$16.9M Buy
+93,633
New +$15.9M 0.64% 27
2020
Q1 		– Sell
-62,740
Closed -$11.8M – 450
2019
Q4 		$11.8M Buy
62,740
+13,486
+27% +$2.43M 0.49% 30
2019
Q3 		$8.56M Buy
+49,254
New +$8.54M 0.4% 32
2019
Q2 		– Sell
-34,540
Closed -$5.82M – 363
2019
Q1 		$5.82M Buy
+34,540
New +$5.54M 0.32% 33

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Park Avenue Securities reduced its iShares Russell 3000 ETF (IWV) stake by 10% in Q2 2026, selling an estimated $128K and leaving 2,660 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #898.

Park Avenue Securities first reported a position in IWV in Q1 2019 and has held it in 18 quarters since. The position peaked at $22M in Q4 2020. 165 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Park Avenue Securities held 2,660 shares of iShares Russell 3000 ETF worth $1.13M as of Q2 2026.
  • Park Avenue Securities sold 310 iShares Russell 3000 ETF shares in Q2 2026, an estimated $128K.
  • iShares Russell 3000 ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #898 holding.
  • Park Avenue Securities first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 18 quarters since.
  • Park Avenue Securities's iShares Russell 3000 ETF position peaked at $22M in Q4 2020.
  • 165 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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