Pathway Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $4.24M | Hold |
29,821
| – | – | 0.47% | 24 |
|
|
2026
Q2 | $4.04M | Sell |
29,821
-85
| -0.3% | -$11.2K | 0.47% | 26 |
|
|
2026
Q1 | $3.43M | Hold |
29,906
| – | – | 0.42% | 27 |
|
|
2025
Q4 | $3.72M | Sell |
29,906
-244
| -0.8% | -$29.9K | 0.47% | 27 |
|
|
2025
Q3 | $3.64M | Hold |
30,150
| – | – | 0.49% | 26 |
|
|
2025
Q2 | $3.32M | Buy |
30,150
+3,970
| +15% | +$393K | 0.49% | 27 |
|
|
2025
Q1 | $2.43M | Sell |
26,180
-645
| -2% | -$65K | 0.44% | 30 |
|
|
2024
Q4 | $2.72M | Hold |
26,825
| – | – | 0.63% | 23 |
|
|
2024
Q3 | $2.57M | Sell |
26,825
-335
| -1% | -$30.9K | 0.66% | 25 |
|
|
2024
Q2 | $2.51M | Hold |
27,160
| – | – | 0.68% | 24 |
|
|
2024
Q1 | $2.29M | Buy |
27,160
+916
| +3% | +$73.6K | 0.62% | 25 |
|
|
2023
Q4 | $1.97M | Hold |
26,244
| – | – | 0.57% | 26 |
|
|
2023
Q3 | $1.8M | Hold |
26,244
| – | – | 0.61% | 25 |
|
|
2023
Q2 | $1.85M | Hold |
26,244
| – | – | 0.6% | 24 |
|
|
2023
Q1 | $1.68M | Hold |
26,244
| – | – | 0.57% | 27 |
|
|
2022
Q4 | $1.54M | Buy |
26,244
+690
| +3% | +$41.4K | 0.47% | 29 |
|
|
2022
Q3 | $1.48M | Buy |
25,554
+150
| +0.6% | +$9.7K | 0.51% | 26 |
|
|
2022
Q2 | $1.53M | Buy |
25,404
+2,153
| +9% | +$142K | 0.64% | 27 |
|
|
2022
Q1 | $1.78M | Hold |
23,251
| – | – | 0.66% | 24 |
|
|
2021
Q4 | $1.78M | Buy |
+23,251
| New | +$1.87M | 0.64% | 23 |
|
|
2021
Q1 | $1.64M | Hold |
24,164
| – | – | 0.65% | 27 |
|
|
2020
Q4 | $1.53M | Hold |
24,164
| – | – | 0.64% | 25 |
|
|
2020
Q3 | $1.41M | Sell |
24,164
-160
| -0.7% | -$9.06K | 0.55% | 25 |
|
|
2020
Q2 | $1.26M | Sell |
24,324
-1,452
| -6% | -$69.6K | 0.38% | 26 |
|
|
2020
Q1 | $1.02M | Sell |
25,776
-5,360
| -17% | -$253K | 0.34% | 26 |
|
|
2019
Q4 | $1.58M | Sell |
31,136
-40
| -0.1% | -$1.85K | 0.45% | 27 |
|
|
2019
Q3 | $1.44M | Sell |
31,176
-952
| -3% | -$43.1K | 0.41% | 30 |
|
|
2019
Q2 | $1.44M | Buy |
32,128
+112
| +0.3% | +$4.93K | 0.42% | 31 |
|
|
2019
Q1 | $1.38M | Buy |
32,016
+4,400
| +16% | +$180K | 0.43% | 31 |
|
|
2018
Q4 | $1.04M | Hold |
27,616
| – | – | 0.58% | 29 |
|
|
2018
Q3 | $1.07M | Buy |
27,616
+11,544
| +72% | +$496K | 0.59% | 28 |
|
|
2018
Q2 | $653K | Sell |
16,072
-60
| -0.4% | -$2.41K | 0.38% | 37 |
|
|
2018
Q1 | $625K | Hold |
16,132
| – | – | 0.36% | 36 |
|
|
2017
Q4 | $616K | Buy |
+16,132
| New | +$603K | 0.36% | 37 |
|
Other funds holding IVW
Pathway Financial Advisors's IVW Position: Q3 2026 in Review
Pathway Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 29,821 shares worth $4.24M. The position accounts for 0.47% of the portfolio, ranked #24.
Pathway Financial Advisors first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. 1,464 funds tracked by Wall St. Rank hold IVW as of Q3 2026.
- Pathway Financial Advisors held 29,821 shares of iShares S&P 500 Growth ETF worth $4.24M as of Q3 2026.
- Pathway Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
- iShares S&P 500 Growth ETF made up 0.47% of Pathway Financial Advisors's portfolio in Q3 2026, its #24 holding.
- Pathway Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- 1,464 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.
Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.