Pathway Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Hold	1,053	–	–	0.04%	112
2026 Q1	$265K	Hold	1,053	–	–	0.03%	121
2025 Q4	$270K	Hold	1,053	–	–	0.03%	125
2025 Q3	$255K	Buy	1,053 +7	+0.7%	+$1.61K	0.03%	125
2025 Q2	$226K	Hold	1,046	–	–	0.03%	122
2025 Q1	$209K	Hold	1,046	–	–	0.04%	158
2024 Q4	$231K	Hold	1,046	–	–	0.05%	145
2024 Q3	$231K	Sell	1,046 -1,510	-59%	-$323K	0.06%	146
2024 Q2	$519K	Hold	2,556	–	–	0.14%	84
2024 Q1	$538K	Hold	2,556	–	–	0.15%	82
2023 Q4	$513K	Buy	+2,556	New	+$458K	0.15%	80
2018 Q3	–	Sell	-175	Closed	-$29K	–	232
2018 Q2	$29K	Sell	175 -31	-15%	-$4.96K	0.02%	313
2018 Q1	$31K	Hold	206	–	–	0.02%	317
2017 Q4	$31K	Buy	+206	New	+$30.9K	0.02%	324

Other funds holding IWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Pathway Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,053 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #112.

Pathway Financial Advisors first reported a position in IWM in Q4 2017 and has held it in 14 quarters since. The position peaked at $538K in Q1 2024. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pathway Financial Advisors held 1,053 shares of iShares Russell 2000 ETF worth $313K as of Q2 2026.
Pathway Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Pathway Financial Advisors's portfolio in Q2 2026, its #112 holding.
Pathway Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 14 quarters since.
Pathway Financial Advisors's iShares Russell 2000 ETF position peaked at $538K in Q1 2024.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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