PFA
Pathway Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
1,185
-76
| -6% | -$32.3K | 0.07% | 88 |
|
|
2025
Q1 | $455K | Sell |
1,261
-8
| -0.6% | -$2.89K | 0.08% | 99 |
|
|
2024
Q4 | $510K | Sell |
1,269
-150
| -11% | -$60.2K | 0.12% | 94 |
|
|
2024
Q3 | $533K | Sell |
1,419
-844
| -37% | -$317K | 0.14% | 86 |
|
|
2024
Q2 | $825K | Sell |
2,263
-19
| -0.8% | -$6.93K | 0.22% | 54 |
|
|
2024
Q1 | $769K | Sell |
2,282
-101
| -4% | -$34K | 0.21% | 61 |
|
|
2023
Q4 | $722K | Buy |
2,383
+1,170
| +96% | +$355K | 0.21% | 60 |
|
|
2023
Q3 | $323K | Sell |
1,213
-14
| -1% | -$3.72K | 0.11% | 96 |
|
|
2023
Q2 | $338K | Buy |
1,227
+100
| +9% | +$27.5K | 0.11% | 92 |
|
|
2023
Q1 | $275K | Hold |
1,127
| – | – | 0.09% | 103 |
|
|
2022
Q4 | $241K | Sell |
1,127
-104
| -8% | -$22.3K | 0.07% | 109 |
|
|
2022
Q3 | $259K | Buy |
1,231
+13
| +1% | +$2.74K | 0.09% | 105 |
|
|
2022
Q2 | $266K | Hold |
1,218
| – | – | 0.11% | 107 |
|
|
2022
Q1 | $338K | Hold |
1,218
| – | – | 0.13% | 92 |
|
|
2021
Q4 | $340K | Buy |
+1,218
| New | +$340K | 0.12% | 90 |
|
|
2021
Q1 | $330K | Hold |
1,305
| – | – | 0.13% | 86 |
|
|
2020
Q4 | $312K | Sell |
1,305
-1,409
| -52% | -$337K | 0.13% | 77 |
|
|
2020
Q3 | $596K | Sell |
2,714
-1,070
| -28% | -$235K | 0.23% | 42 |
|
|
2020
Q2 | $726K | Hold |
3,784
| – | – | 0.22% | 37 |
|
|
2020
Q1 | $547K | Sell |
3,784
-408
| -10% | -$59K | 0.18% | 40 |
|
|
2019
Q4 | $773K | Sell |
4,192
-18,605
| -82% | -$3.43M | 0.22% | 45 |
|
|
2019
Q3 | $3.8M | Hold |
22,797
| – | – | 1.08% | 16 |
|
|
2019
Q2 | $3.59M | Hold |
22,797
| – | – | 1.06% | 16 |
|
|
2019
Q1 | $3.45M | Buy |
22,797
+696
| +3% | +$105K | 1.07% | 16 |
|
|
2018
Q4 | $2.89M | Hold |
22,101
| – | – | 1.63% | 15 |
|
|
2018
Q3 | $2.98M | Buy |
22,101
+3,555
| +19% | +$479K | 1.65% | 15 |
|
|
2018
Q2 | $2.67M | Hold |
18,546
| – | – | 1.57% | 13 |
|
|
2018
Q1 | $2.52M | Hold |
18,546
| – | – | 1.47% | 14 |
|
|
2017
Q4 | $2.5M | Buy |
+18,546
| New | +$2.5M | 1.44% | 14 |
|