Question 1

How many shares of IWB does Pathstone Holdings, LLC own?

Accepted Answer

As of 2026-Q1, Pathstone Holdings, LLC holds 1.1M shares of IWB (ISHARES TR).

Question 2

What is Pathstone Holdings, LLC's IWB position worth?

Accepted Answer

As of 2026-Q1, Pathstone Holdings, LLC's IWB position is worth $396.5M.

Question 3

Is Pathstone Holdings, LLC buying or selling IWB?

Accepted Answer

In 2026-Q1, Pathstone Holdings, LLC increased their IWB position (+0.2% change in shares).

Question 4

When did Pathstone Holdings, LLC first buy IWB?

Accepted Answer

Based on available 13F filings, Pathstone Holdings, LLC first reported a position in IWB in 2026-Q1. They have held the position across 10 quarters.