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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.68M	Hold	33,355	–	–	0.43%	29
2026 Q1	$3.28M	Hold	33,355	–	–	0.41%	29
2025 Q4	$3.33M	Hold	33,355	–	–	0.42%	28
2025 Q3	$3.22M	Hold	33,355	–	–	0.43%	30
2025 Q2	$3.07M	Buy	33,355 +3,686	+12%	+$318K	0.45%	30
2025 Q1	$2.52M	Hold	29,669	–	–	0.45%	26
2024 Q4	$2.62M	Sell	29,669 -275	-0.9%	-$25K	0.6%	26
2024 Q3	$2.64M	Buy	29,944 +275	+0.9%	+$23.2K	0.68%	24
2024 Q2	$2.41M	Hold	29,669	–	–	0.65%	25
2024 Q1	$2.49M	Hold	29,669	–	–	0.67%	23
2023 Q4	$2.31M	Hold	29,669	–	–	0.67%	22
2023 Q3	$2.05M	Hold	29,669	–	–	0.7%	20
2023 Q2	$2.17M	Hold	29,669	–	–	0.71%	20
2023 Q1	$2.07M	Hold	29,669	–	–	0.7%	20
2022 Q4	$2M	Sell	29,669 -382	-1%	-$25.8K	0.62%	20
2022 Q3	$1.87M	Hold	30,051	–	–	0.64%	18
2022 Q2	$1.94M	Hold	30,051	–	–	0.81%	20
2022 Q1	$2.35M	Hold	30,051	–	–	0.88%	17
2021 Q4	$2.31M	Buy	+30,051	New	+$2.47M	0.82%	19
2021 Q1	$2.18M	Hold	28,351	–	–	0.86%	18
2020 Q4	$2.05M	Sell	28,351 -2,326	-8%	-$148K	0.85%	19
2020 Q3	$1.78M	Hold	30,677	–	–	0.69%	21
2020 Q2	$1.64M	Hold	30,677	–	–	0.49%	21
2020 Q1	$1.25M	Sell	30,677 -4,243	-12%	-$234K	0.42%	20
2019 Q4	$2.13M	Sell	34,920 -280	-0.8%	-$16.1K	0.6%	19
2019 Q3	$2.02M	Hold	35,200	–	–	0.58%	24
2019 Q2	$1.97M	Hold	35,200	–	–	0.58%	24
2019 Q1	$1.9M	Hold	35,200	–	–	0.59%	25
2018 Q4	$1.64M	Sell	35,200 -105,600	-75%	-$5.33M	0.92%	23
2018 Q3	$1.7M	Buy	140,800 +108,800	+340%	+$5.96M	0.94%	23
2018 Q2	$1.7M	Hold	32,000	–	–	1%	17
2018 Q1	$1.65M	Hold	32,000	–	–	0.96%	19
2017 Q4	$1.67M	Buy	+32,000	New	+$1.62M	0.96%	19

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Pathway Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 33,355 shares worth $3.68M. The position accounts for 0.43% of the portfolio, ranked #29.

Pathway Financial Advisors first reported a position in IWR in Q4 2017 and has held it in 33 quarters since. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pathway Financial Advisors held 33,355 shares of iShares Russell Mid-Cap ETF worth $3.68M as of Q2 2026.
Pathway Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.43% of Pathway Financial Advisors's portfolio in Q2 2026, its #29 holding.
Pathway Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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