Farther Finance Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
19,407
+4,476
| +30% | +$412K | 0.04% | 400 |
|
|
2025
Q1 | $1.27M | Sell |
14,931
-1,310
| -8% | -$112K | 0.03% | 421 |
|
|
2024
Q4 | $1.44M | Buy |
16,241
+15,146
| +1,383% | +$1.34M | 0.05% | 277 |
|
|
2024
Q3 | $96.5K | Sell |
1,095
-327
| -23% | -$28.8K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $114K | Buy |
1,422
+345
| +32% | +$27.7K | 0.01% | 1077 |
|
|
2024
Q1 | $90K | Buy |
1,077
+169
| +19% | +$14.1K | 0.01% | 978 |
|
|
2023
Q4 | $70.6K | Buy |
908
+256
| +39% | +$19.9K | 0.01% | 912 |
|
|
2023
Q3 | $45.2K | Buy |
652
+407
| +166% | +$28.2K | 0.01% | 803 |
|
|
2023
Q2 | $17.9K | Buy |
+245
| New | +$17.9K | ﹤0.01% | 1033 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$877 | – | 2391 |
|
|
2022
Q4 | $877 | Buy |
+13
| New | +$877 | ﹤0.01% | 1685 |
|