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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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