Farther Finance Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
801
+148
+23% +$42.3K ﹤0.01% 1325
2025
Q1
$167K Buy
653
+24
+4% +$6.13K ﹤0.01% 1300
2024
Q4
$181K Sell
629
-18
-3% -$5.18K 0.01% 1033
2024
Q3
$184K Buy
647
+489
+309% +$139K 0.01% 1024
2024
Q2
$41.2K Sell
158
-21
-12% -$5.48K ﹤0.01% 1501
2024
Q1
$48.1K Buy
179
+15
+9% +$4.03K ﹤0.01% 1207
2023
Q4
$41.4K Sell
164
-30
-15% -$7.57K ﹤0.01% 1107
2023
Q3
$43.5K Sell
194
-20
-9% -$4.48K 0.01% 815
2023
Q2
$51.9K Buy
214
+137
+178% +$33.2K 0.01% 659
2023
Q1
$17.5K Buy
+77
New +$17.5K 0.01% 943