Farther Finance Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
8,042
+256
| +3% | +$86.9K | 0.05% | 285 |
|
|
2025
Q1 | $2.4M | Buy |
7,786
+444
| +6% | +$137K | 0.06% | 263 |
|
|
2024
Q4 | $2.37M | Buy |
7,342
+953
| +15% | +$307K | 0.09% | 195 |
|
|
2024
Q3 | $2.01M | Buy |
6,389
+1,287
| +25% | +$405K | 0.08% | 206 |
|
|
2024
Q2 | $1.52M | Buy |
5,102
+184
| +4% | +$54.9K | 0.07% | 208 |
|
|
2024
Q1 | $1.41M | Buy |
4,918
+97
| +2% | +$27.9K | 0.09% | 198 |
|
|
2023
Q4 | $1.26M | Buy |
4,821
+2,770
| +135% | +$726K | 0.09% | 203 |
|
|
2023
Q3 | $482K | Buy |
2,051
+1,782
| +662% | +$419K | 0.08% | 211 |
|
|
2023
Q2 | $65.6K | Hold |
269
| – | – | 0.01% | 582 |
|
|
2023
Q1 | $60.6K | Buy |
269
+37
| +16% | +$8.33K | 0.02% | 550 |
|
|
2022
Q4 | $48.8K | Buy |
+232
| New | +$48.8K | 0.02% | 491 |
|