Farther Finance Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
5,229
-469
| -8% | -$74K | 0.02% | 680 |
|
|
2025
Q1 | $860K | Buy |
5,698
+1,206
| +27% | +$182K | 0.02% | 573 |
|
|
2024
Q4 | $738K | Buy |
4,492
+81
| +2% | +$13.3K | 0.03% | 466 |
|
|
2024
Q3 | $736K | Buy |
4,411
+2,896
| +191% | +$483K | 0.03% | 452 |
|
|
2024
Q2 | $229K | Buy |
1,515
+11
| +0.7% | +$1.66K | 0.01% | 787 |
|
|
2024
Q1 | $236K | Buy |
1,504
+208
| +16% | +$32.7K | 0.01% | 630 |
|
|
2023
Q4 | $201K | Buy |
1,296
+1,057
| +442% | +$164K | 0.01% | 552 |
|
|
2023
Q3 | $32.4K | Buy |
239
+191
| +398% | +$25.9K | 0.01% | 939 |
|
|
2023
Q2 | $6.76K | Buy |
48
+26
| +118% | +$3.66K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $3.01K | Hold |
22
| – | – | ﹤0.01% | 1496 |
|
|
2022
Q4 | $3.05K | Buy |
+22
| New | +$3.05K | ﹤0.01% | 1307 |
|