PFA
Pathway Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Hold |
1,600
| – | – | 0.08% | 82 |
|
|
2025
Q1 | $508K | Hold |
1,600
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $535K | Hold |
1,600
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $523K | Hold |
1,600
| – | – | 0.13% | 89 |
|
|
2024
Q2 | $494K | Hold |
1,600
| – | – | 0.13% | 89 |
|
|
2024
Q1 | $480K | Hold |
1,600
| – | – | 0.13% | 88 |
|
|
2023
Q4 | $438K | Hold |
1,600
| – | – | 0.13% | 93 |
|
|
2023
Q3 | $392K | Hold |
1,600
| – | – | 0.13% | 78 |
|
|
2023
Q2 | $407K | Hold |
1,600
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $377K | Hold |
1,600
| – | – | 0.13% | 84 |
|
|
2022
Q4 | $353K | Hold |
1,600
| – | – | 0.11% | 80 |
|
|
2022
Q3 | $331K | Hold |
1,600
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $348K | Hold |
1,600
| – | – | 0.14% | 79 |
|
|
2022
Q1 | $420K | Hold |
1,600
| – | – | 0.16% | 75 |
|
|
2021
Q4 | $418K | Buy |
+1,600
| New | +$418K | 0.15% | 73 |
|
|
2021
Q1 | $396K | Hold |
1,600
| – | – | 0.16% | 74 |
|
|
2020
Q4 | $367K | Hold |
1,600
| – | – | 0.15% | 69 |
|
|
2020
Q3 | $316K | Hold |
1,600
| – | – | 0.12% | 69 |
|
|
2020
Q2 | $288K | Hold |
1,600
| – | – | 0.09% | 71 |
|
|
2020
Q1 | $227K | Hold |
1,600
| – | – | 0.08% | 80 |
|
|
2019
Q4 | $310K | Hold |
1,600
| – | – | 0.09% | 81 |
|
|
2019
Q3 | $289K | Hold |
1,600
| – | – | 0.08% | 75 |
|
|
2019
Q2 | $276K | Hold |
1,600
| – | – | 0.08% | 78 |
|
|
2019
Q1 | $267K | Hold |
1,600
| – | – | 0.08% | 80 |
|
|
2018
Q4 | $235K | Hold |
1,600
| – | – | 0.13% | 82 |
|
|
2018
Q3 | $242K | Hold |
1,600
| – | – | 0.13% | 81 |
|
|
2018
Q2 | $260K | Hold |
1,600
| – | – | 0.15% | 72 |
|
|
2018
Q1 | $250K | Hold |
1,600
| – | – | 0.15% | 72 |
|
|
2017
Q4 | $253K | Buy |
+1,600
| New | +$253K | 0.15% | 73 |
|