Farther Finance Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
28,093
+4,381
| +18% | +$945K | 0.12% | 159 |
|
|
2025
Q1 | $4.73M | Buy |
23,712
+11,002
| +87% | +$2.19M | 0.12% | 159 |
|
|
2024
Q4 | $2.81M | Buy |
12,710
+2,249
| +21% | +$497K | 0.1% | 163 |
|
|
2024
Q3 | $2.31M | Buy |
10,461
+2,243
| +27% | +$495K | 0.09% | 186 |
|
|
2024
Q2 | $1.65M | Sell |
8,218
-815
| -9% | -$164K | 0.08% | 197 |
|
|
2024
Q1 | $1.88M | Buy |
9,033
+1,731
| +24% | +$361K | 0.11% | 153 |
|
|
2023
Q4 | $1.47M | Buy |
7,302
+5,505
| +306% | +$1.1M | 0.11% | 177 |
|
|
2023
Q3 | $318K | Buy |
1,797
+507
| +39% | +$89.6K | 0.05% | 283 |
|
|
2023
Q2 | $242K | Buy |
1,290
+215
| +20% | +$40.3K | 0.05% | 284 |
|
|
2023
Q1 | $192K | Buy |
1,075
+297
| +38% | +$53K | 0.06% | 269 |
|
|
2022
Q4 | $136K | Buy |
+778
| New | +$136K | 0.05% | 274 |
|