Farther Finance Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Buy	63,481 +27,934	+79%	+$6.12M	0.13%	136
2025 Q4	$7.48M	Buy	35,547 +16,339	+85%	+$3.37M	0.08%	224
2025 Q3	$3.91M	Buy	19,208 +7,819	+69%	+$1.56M	0.06%	274
2025 Q2	$2.21M	Buy	11,389 +1,572	+16%	+$291K	0.04%	333
2025 Q1	$1.84M	Buy	9,817 +2,496	+34%	+$475K	0.05%	321
2024 Q4	$1.36M	Buy	7,321 +1,422	+24%	+$273K	0.05%	289
2024 Q3	$1.12M	Buy	5,899 +2,331	+65%	+$425K	0.04%	316
2024 Q2	$618K	Buy	3,568 +802	+29%	+$140K	0.03%	412
2024 Q1	$493K	Buy	2,766 +650	+31%	+$110K	0.03%	399
2023 Q4	$350K	Buy	2,116 +1,761	+496%	+$272K	0.03%	414
2023 Q3	$53.9K	Buy	355 +142	+67%	+$22.5K	0.01%	750
2023 Q2	$33.6K	Hold	213	–	–	0.01%	807
2023 Q1	$32.4K	Sell	213 -6	-3%	-$927	0.01%	743
2022 Q4	$33.2K	Buy	+219	New	+$32.8K	0.01%	584