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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 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. 490 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.
490 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.