Farther Finance Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.69M Buy
2025
Q2
$660K Sell
2025
Q1
$777K Buy
2024
Q4
$357K Sell
2024
Q3
$395K Buy
2024
Q2
$341K Buy
2024
Q1
$338K Buy
2023
Q4
$176K Sell
2023
Q3
$176K Buy
2023
Q2
$126K Buy
2023
Q1
$114K Buy
2022
Q4
$95.3K Buy