Pathway Financial Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pathway Financial Advisers’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-140	Closed	-$15.6K	–	253
2025 Q3	$15.6K	Buy	+140	New	+$15.6K	﹤0.01%	311
2025 Q1	–	Sell	-136	Closed	-$13.3K	–	287
2024 Q4	$13.3K	Buy	136 +4	+3%	+$393	﹤0.01%	336
2024 Q3	$12.4K	Sell	132 -8	-6%	-$725	0.01%	284
2024 Q2	$12.1K	Buy	140 +8	+6%	+$683	﹤0.01%	333
2024 Q1	$11.1K	Buy	132 +48	+57%	+$3.87K	﹤0.01%	337
2023 Q4	$6.38K	Buy	+84	New	+$5.94K	﹤0.01%	392
2023 Q1	$10.8K	Sell	176 -172	-49%	-$9.91K	﹤0.01%	374
2022 Q4	$18.6K	Buy	+348	New	+$19.1K	0.01%	343

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathway Financial Advisers's IWF Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 140 shares — an estimated $15.6K sold.

Pathway Financial Advisers first reported a position in IWF in Q4 2022 and held it in 8 quarters. The position peaked at $18.6K in Q4 2022. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Pathway Financial Advisers reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 140 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $15.6K.
Pathway Financial Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's iShares Russell 1000 Growth ETF position peaked at $18.6K in Q4 2022.
2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.