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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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 908 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.
  • 908 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.