Farther Finance Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
11,389
+1,572
| +16% | +$305K | 0.04% | 332 |
|
|
2025
Q1 | $1.84M | Buy |
9,817
+2,496
| +34% | +$469K | 0.05% | 320 |
|
|
2024
Q4 | $1.36M | Buy |
7,321
+1,422
| +24% | +$263K | 0.05% | 289 |
|
|
2024
Q3 | $1.12M | Buy |
5,899
+2,331
| +65% | +$442K | 0.04% | 316 |
|
|
2024
Q2 | $618K | Buy |
3,568
+802
| +29% | +$139K | 0.03% | 412 |
|
|
2024
Q1 | $493K | Buy |
2,766
+650
| +31% | +$116K | 0.03% | 399 |
|
|
2023
Q4 | $350K | Buy |
2,116
+1,761
| +496% | +$291K | 0.03% | 414 |
|
|
2023
Q3 | $53.9K | Buy |
355
+142
| +67% | +$21.6K | 0.01% | 750 |
|
|
2023
Q2 | $33.6K | Hold |
213
| – | – | 0.01% | 807 |
|
|
2023
Q1 | $32.4K | Sell |
213
-6
| -3% | -$914 | 0.01% | 743 |
|
|
2022
Q4 | $33.2K | Buy |
+219
| New | +$33.2K | 0.01% | 584 |
|