Pathway Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$680K	Hold	1,600	–	–	0.08%	79
2026 Q1	$598K	Hold	1,600	–	–	0.07%	80
2025 Q4	$630K	Hold	1,600	–	–	0.08%	79
2025 Q3	$606K	Hold	1,600	–	–	0.08%	84
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	+$433K	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	+$247K	0.15%	73

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pathway Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,600 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #79.

Pathway Financial Advisors first reported a position in IWV in Q4 2017 and has held it in 33 quarters since. 907 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Pathway Financial Advisors held 1,600 shares of iShares Russell 3000 ETF worth $680K as of Q2 2026.
Pathway Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.08% of Pathway Financial Advisors's portfolio in Q2 2026, its #79 holding.
Pathway Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 33 quarters since.
907 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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