Farther Finance Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
2,689
+1,149
| +75% | +$159K | 0.01% | 1057 |
|
|
2025
Q1 | $183K | Buy |
1,540
+877
| +132% | +$104K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $84K | Buy |
663
+205
| +45% | +$26K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $53.7K | Buy |
458
+105
| +30% | +$12.3K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $38.7K | Sell |
353
-97
| -22% | -$10.6K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $51K | Buy |
450
+65
| +17% | +$7.37K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $40.2K | Buy |
385
+32
| +9% | +$3.34K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $32.2K | Sell |
353
-306
| -46% | -$28K | 0.01% | 940 |
|
|
2023
Q2 | $63.7K | Hold |
659
| – | – | 0.01% | 588 |
|
|
2023
Q1 | $60K | Hold |
659
| – | – | 0.02% | 553 |
|
|
2022
Q4 | $55.1K | Buy |
+659
| New | +$55.1K | 0.02% | 465 |
|