Pathway Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Pathway Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Hold	3,400	–	–	0.16%	58
2026 Q1	$1.22M	Hold	3,400	–	–	0.15%	59
2025 Q4	$1.29M	Hold	3,400	–	–	0.16%	57
2025 Q3	$1.24M	Hold	3,400	–	–	0.17%	57
2025 Q2	$1.15M	Hold	3,400	–	–	0.17%	54
2025 Q1	$1.04M	Hold	3,400	–	–	0.19%	58
2024 Q4	$1.1M	Buy	+3,400	New	+$1.1M	0.25%	51

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Pathway Financial Advisors's IWB Position: Q2 2026 in Review

Pathway Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,400 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #58.

Pathway Financial Advisors first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Pathway Financial Advisors held 3,400 shares of iShares Russell 1000 ETF worth $1.39M as of Q2 2026.
Pathway Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.16% of Pathway Financial Advisors's portfolio in Q2 2026, its #58 holding.
Pathway Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.