Pathway Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Hold |
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|
2025
Q2 | $562K | Hold |
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|
2025
Q1 | $508K | Hold |
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|
2024
Q4 | $535K | Hold |
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $480K | Hold |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $348K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q1 | $396K | Hold |
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|
2020
Q4 | $367K | Hold |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $242K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $253K | Buy |
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