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

Farther Finance Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.74M Buy
48,141
+4,372
+10% +$733K 0.05% 315
2026
Q2 		$7.2M Buy
43,769
+24,891
+132% +$3.93M 0.06% 298
2026
Q1 		$2.77M Buy
18,878
+3,506
+23% +$520K 0.03% 520
2025
Q4 		$2.17M Buy
15,372
+3,294
+27% +$461K 0.02% 553
2025
Q3 		$1.69M Buy
12,078
+7,084
+142% +$968K 0.03% 516
2025
Q2 		$660K Sell
4,994
-1,165
-19% -$146K 0.01% 775
2025
Q1 		$777K Buy
6,159
+3,396
+123% +$442K 0.02% 608
2024
Q4 		$357K Sell
2,763
-227
-8% -$30.4K 0.01% 732
2024
Q3 		$395K Buy
2,990
+137
+5% +$17.3K 0.01% 690
2024
Q2 		$341K Buy
2,853
+140
+5% +$17K 0.02% 620
2024
Q1 		$338K Buy
2,713
+1,199
+79% +$141K 0.02% 492
2023
Q4 		$176K Sell
1,514
-176
-10% -$18.8K 0.01% 593
2023
Q3 		$176K Buy
1,690
+546
+48% +$60.2K 0.03% 413
2023
Q2 		$126K Buy
1,144
+71
+7% +$7.48K 0.03% 393
2023
Q1 		$114K Buy
1,073
+168
+19% +$18.3K 0.03% 372
2022
Q4 		$95.3K Buy
+905
New +$94.9K 0.04% 336

Other funds holding IWS

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Farther Finance Advisors's IWS Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 10% in Q3 2026, buying an estimated $733K and bringing the position to 48,141 shares worth $7.74M. The position accounts for 0.05% of the portfolio, ranked #315.

Farther Finance Advisors first reported a position in IWS in Q4 2022 and has held it in 16 quarters since. 52 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Farther Finance Advisors held 48,141 shares of iShares Russell Mid-Cap Value ETF worth $7.74M as of Q3 2026.
  • Farther Finance Advisors bought 4,372 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $733K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #315 holding.
  • Farther Finance Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.