Pathway Financial Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-27	Closed	-$5.77K	–	288
2024 Q4	$5.77K	Buy	27 +1	+4%	+$228	﹤0.01%	391
2024 Q3	$5.75K	Hold	26	–	–	﹤0.01%	325
2024 Q2	$5.26K	Buy	26 +1	+4%	+$202	﹤0.01%	386
2024 Q1	$5.44K	Sell	25 -1	-4%	-$199	﹤0.01%	389
2023 Q4	$5.18K	Hold	26	–	–	﹤0.01%	411
2023 Q3	$4.52K	Buy	+26	New	+$4.88K	﹤0.01%	422
2023 Q1	$4.55K	Sell	26 -90	-78%	-$16.6K	﹤0.01%	445
2022 Q4	$20.2K	Buy	+116	New	+$20.6K	0.01%	331

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Pathway Financial Advisers's IWM Position: Q1 2025 in Review

Pathway Financial Advisers sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 27 shares — an estimated $5.77K sold.

Pathway Financial Advisers first reported a position in IWM in Q4 2022 and held it in 8 quarters. The position peaked at $20.2K in Q4 2022. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Pathway Financial Advisers reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 27 iShares Russell 2000 ETF shares in Q1 2025, an estimated $5.77K.
Pathway Financial Advisers first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's iShares Russell 2000 ETF position peaked at $20.2K in Q4 2022.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.