Park Avenue Securities’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9M	Buy	+98,807	New	+$22.7M	0.16%	108
2026 Q1	–	Sell	-168,610	Closed	-$33.7M	–	1614
2025 Q4	$33.7M	Sell	168,610 -56,043	-25%	-$11.2M	0.29%	56
2025 Q3	$44M	Sell	224,653 -642,442	-74%	-$118M	0.34%	51
2025 Q2	$150M	Sell	867,095 -99,214	-10%	-$15M	1.38%	12
2025 Q1	$136M	Buy	966,309 +34,529	+4%	+$5.38M	1.67%	9
2024 Q4	$149M	Buy	931,780 +18,382	+2%	+$2.91M	1.53%	10
2024 Q3	$138M	Sell	913,398 -154,884	-14%	-$22.8M	1.56%	11
2024 Q2	$161M	Buy	1,068,282 +13,629	+1%	+$1.88M	1.96%	7
2024 Q1	$142M	Buy	1,054,653 +95,459	+10%	+$12.4M	1.84%	8
2023 Q4	$118M	Buy	959,194 +280,500	+41%	+$31.8M	1.63%	8
2023 Q3	$71.2M	Sell	678,694 -731,525	-52%	-$79.6M	1.1%	14
2023 Q2	$154M	Buy	1,410,219 +1,108	+0.1%	+$109K	2.43%	9
2023 Q1	$131M	Buy	1,409,111 +402,985	+40%	+$33.8M	2.25%	10
2022 Q4	$74.9M	Buy	+1,006,126	New	+$77M	1.33%	9

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Park Avenue Securities opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 98,807 shares worth $24.9M. The stake represents 0.16% of the portfolio and ranks #108 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in IYW as recently as Q4 2025.

Park Avenue Securities first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $161M in Q2 2024. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Park Avenue Securities held 98,807 shares of iShares US Technology ETF worth $24.9M as of Q2 2026.
iShares US Technology ETF was a new Park Avenue Securities position in Q2 2026.
iShares US Technology ETF made up 0.16% of Park Avenue Securities's portfolio in Q2 2026, its #108 holding.
Park Avenue Securities first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Park Avenue Securities's iShares US Technology ETF position peaked at $161M in Q2 2024.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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