Pathway Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $847K | Hold |
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|
2025
Q2 | $825K | Hold |
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|
2025
Q1 | $699K | Hold |
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|
2024
Q4 | $754K | Hold |
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|
2024
Q3 | $698K | Hold |
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|
2024
Q2 | $657K | Hold |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $627K | Hold |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $542K | Hold |
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|
2022
Q4 | $497K | Hold |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $471K | Hold |
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|
2022
Q1 | $598K | Hold |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q1 | $582K | Hold |
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|
2020
Q4 | $582K | Hold |
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|
2020
Q3 | $490K | Hold |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $322K | Hold |
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|
2019
Q4 | $444K | Hold |
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|
2019
Q3 | $407K | Hold |
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|
2019
Q2 | $399K | Hold |
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|
2019
Q1 | $380K | Hold |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $341K | Buy |
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|
2018
Q2 | $355K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $338K | Buy |
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