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

Pathway Financial Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Hold
4,444
– – 0.06% 93
2026
Q1 		$478K Hold
4,444
– – 0.06% 94
2025
Q4 		$529K Sell
4,444
-296
-6% -$35.1K 0.07% 94
2025
Q3 		$555K Hold
4,740
– – 0.07% 89
2025
Q2 		$503K Sell
4,740
-304
-6% -$29.1K 0.07% 88
2025
Q1 		$455K Sell
5,044
-32
-0.6% -$3.16K 0.08% 99
2024
Q4 		$510K Sell
5,076
-600
-11% -$59K 0.12% 94
2024
Q3 		$533K Sell
5,676
-3,376
-37% -$306K 0.14% 86
2024
Q2 		$825K Sell
9,052
-76
-0.8% -$6.49K 0.22% 54
2024
Q1 		$769K Sell
9,128
-404
-4% -$32.5K 0.21% 61
2023
Q4 		$722K Buy
9,532
+4,680
+96% +$331K 0.21% 60
2023
Q3 		$323K Sell
4,852
-56
-1% -$3.87K 0.11% 96
2023
Q2 		$338K Buy
4,908
+400
+9% +$25.4K 0.11% 92
2023
Q1 		$275K Hold
4,508
– – 0.09% 103
2022
Q4 		$241K Sell
4,508
-416
-8% -$22.9K 0.07% 109
2022
Q3 		$259K Buy
4,924
+52
+1% +$3.06K 0.09% 105
2022
Q2 		$266K Hold
4,872
– – 0.11% 107
2022
Q1 		$338K Hold
4,872
– – 0.13% 92
2021
Q4 		$340K Buy
+4,872
New +$361K 0.12% 90
2021
Q1 		$330K Hold
5,220
– – 0.13% 86
2020
Q4 		$312K Sell
5,220
-5,636
-52% -$321K 0.13% 77
2020
Q3 		$596K Sell
10,856
-4,280
-28% -$225K 0.23% 42
2020
Q2 		$726K Hold
15,136
– – 0.22% 37
2020
Q1 		$547K Sell
15,136
-1,632
-10% -$70.3K 0.18% 40
2019
Q4 		$773K Sell
16,768
-74,420
-82% -$3.11M 0.22% 45
2019
Q3 		$3.8M Hold
91,188
– – 1.08% 16
2019
Q2 		$3.59M Hold
91,188
– – 1.06% 16
2019
Q1 		$3.45M Buy
91,188
+2,784
+3% +$100K 1.07% 16
2018
Q4 		$2.89M Hold
88,404
– – 1.63% 15
2018
Q3 		$2.98M Buy
88,404
+14,220
+19% +$538K 1.65% 15
2018
Q2 		$2.67M Hold
74,184
– – 1.57% 13
2018
Q1 		$2.52M Hold
74,184
– – 1.47% 14
2017
Q4 		$2.5M Buy
+74,184
New +$2.43M 1.44% 14

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Pathway Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,444 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #93.

Pathway Financial Advisors first reported a position in IWF in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.8M in Q3 2019. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Pathway Financial Advisors held 4,444 shares of iShares Russell 1000 Growth ETF worth $538K as of Q2 2026.
  • Pathway Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.06% of Pathway Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Pathway Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 33 quarters since.
  • Pathway Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $3.8M in Q3 2019.
  • 2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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