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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-9	Closed	-$1K	–	233
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	405
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	423
2017 Q4	$1K	Buy	+9	New	+$1.13K	﹤0.01%	447

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pathway Financial Advisors's IWN Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2018, closing a stake of 9 shares — an estimated $1K sold.

Pathway Financial Advisors first reported a position in IWN in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

Pathway Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 9 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $1K.
Pathway Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's iShares Russell 2000 Value ETF position peaked at $1K in Q2 2018.
620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.