Pathway Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
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|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $513K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $31K | Hold |
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|
2017
Q4 | $31K | Buy |
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