PFA
Pathway Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$334K | 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 | +$513K | 0.15% | 80 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$29K | – | 232 |
|
|
2018
Q2 | $29K | Sell |
175
-31
| -15% | -$5.14K | 0.02% | 313 |
|
|
2018
Q1 | $31K | Hold |
206
| – | – | 0.02% | 317 |
|
|
2017
Q4 | $31K | Buy |
+206
| New | +$31K | 0.02% | 324 |
|