Pathway Financial Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13	Closed	-$1.09K	–	533
2022 Q4	$1.09K	Buy	+13	New	+$1.09K	﹤0.01%	542

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Pathway Financial Advisers's IWP Position: Q1 2023 in Review

Pathway Financial Advisers sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2023, closing a stake of 13 shares — an estimated $1.09K sold.

Pathway Financial Advisers first reported a position in IWP in Q4 2022 and held it in 1 quarter. The position peaked at $1.09K in Q4 2022. 882 funds tracked by Wall St. Rank hold IWP as of Q1 2023.

Pathway Financial Advisers reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Pathway Financial Advisers sold 13 iShares Russell Mid-Cap Growth ETF shares in Q1 2023, an estimated $1.09K.
Pathway Financial Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
Pathway Financial Advisers's iShares Russell Mid-Cap Growth ETF position peaked at $1.09K in Q4 2022.
882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.