Park Avenue Securities’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.94M	Buy	+27,983	New	+$2.83M	0.02%	538
2026 Q1	–	Sell	-32,515	Closed	-$2.99M	–	1612
2025 Q4	$2.99M	Buy	+32,515	New	+$2.92M	0.03%	421
2025 Q2	–	Sell	-41,454	Closed	-$3.41M	–	1532
2025 Q1	$3.41M	Buy	+41,454	New	+$3.41M	0.04%	268
2024 Q4	–	Sell	-42,950	Closed	-$3.49M	–	1498
2024 Q3	$3.49M	Buy	+42,950	New	+$3.35M	0.04%	287

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Park Avenue Securities opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 27,983 shares worth $2.94M. The stake represents 0.02% of the portfolio and ranks #538 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in IWX as recently as Q4 2025.

Park Avenue Securities first reported a position in IWX in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.49M in Q3 2024. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Park Avenue Securities held 27,983 shares of iShares Russell Top 200 Value ETF worth $2.94M as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Park Avenue Securities position in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #538 holding.
Park Avenue Securities first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 4 quarters since.
Park Avenue Securities's iShares Russell Top 200 Value ETF position peaked at $3.49M in Q3 2024.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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