Pathway Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$851K	Hold	5,950	–	–	0.1%	70
2026 Q1	$769K	Hold	5,950	–	–	0.1%	70
2025 Q4	$844K	Hold	5,950	–	–	0.11%	67
2025 Q3	$847K	Hold	5,950	–	–	0.11%	68
2025 Q2	$825K	Hold	5,950	–	–	0.12%	64
2025 Q1	$699K	Hold	5,950	–	–	0.13%	74
2024 Q4	$754K	Hold	5,950	–	–	0.17%	67
2024 Q3	$698K	Hold	5,950	–	–	0.18%	67
2024 Q2	$657K	Hold	5,950	–	–	0.18%	70
2024 Q1	$679K	Sell	5,950 -50	-0.8%	-$5.41K	0.18%	66
2023 Q4	$627K	Hold	6,000	–	–	0.18%	66
2023 Q3	$548K	Hold	6,000	–	–	0.19%	59
2023 Q2	$580K	Buy	6,000 +50	+0.8%	+$4.56K	0.19%	55
2023 Q1	$542K	Hold	5,950	–	–	0.18%	59
2022 Q4	$497K	Hold	5,950	–	–	0.15%	64
2022 Q3	$467K	Hold	5,950	–	–	0.16%	68
2022 Q2	$471K	Hold	5,950	–	–	0.2%	63
2022 Q1	$598K	Hold	5,950	–	–	0.22%	53
2021 Q4	$597K	Buy	+5,950	New	+$694K	0.21%	52
2021 Q1	$582K	Hold	5,600	–	–	0.23%	50
2020 Q4	$582K	Hold	5,600	–	–	0.24%	45
2020 Q3	$490K	Hold	5,600	–	–	0.19%	50
2020 Q2	$443K	Hold	5,600	–	–	0.13%	52
2020 Q1	$322K	Hold	5,600	–	–	0.11%	60
2019 Q4	$444K	Hold	5,600	–	–	0.13%	65
2019 Q3	$407K	Hold	5,600	–	–	0.12%	62
2019 Q2	$399K	Hold	5,600	–	–	0.12%	63
2019 Q1	$380K	Hold	5,600	–	–	0.12%	61
2018 Q4	$318K	Sell	5,600 -188	-3%	-$11.4K	0.18%	69
2018 Q3	$341K	Buy	5,788 +188	+3%	+$12.5K	0.19%	63
2018 Q2	$355K	Hold	5,600	–	–	0.21%	55
2018 Q1	$344K	Hold	5,600	–	–	0.2%	58
2017 Q4	$338K	Buy	+5,600	New	+$329K	0.2%	59

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

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

CMA

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Pathway Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,950 shares worth $851K. The position accounts for 0.1% of the portfolio, ranked #70.

Pathway Financial Advisors first reported a position in IWP in Q4 2017 and has held it in 33 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pathway Financial Advisors held 5,950 shares of iShares Russell Mid-Cap Growth ETF worth $851K as of Q2 2026.
Pathway Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Pathway Financial Advisors's portfolio in Q2 2026, its #70 holding.
Pathway Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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