Farther Finance Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
4,994
-1,165
| -19% | -$154K | 0.01% | 772 |
|
|
2025
Q1 | $777K | Buy |
6,159
+3,396
| +123% | +$429K | 0.02% | 607 |
|
|
2024
Q4 | $357K | Sell |
2,763
-227
| -8% | -$29.4K | 0.01% | 732 |
|
|
2024
Q3 | $395K | Buy |
2,990
+137
| +5% | +$18.1K | 0.01% | 689 |
|
|
2024
Q2 | $341K | Buy |
2,853
+140
| +5% | +$16.7K | 0.02% | 620 |
|
|
2024
Q1 | $338K | Buy |
2,713
+1,199
| +79% | +$149K | 0.02% | 492 |
|
|
2023
Q4 | $176K | Sell |
1,514
-176
| -10% | -$20.5K | 0.01% | 593 |
|
|
2023
Q3 | $176K | Buy |
1,690
+546
| +48% | +$57K | 0.03% | 413 |
|
|
2023
Q2 | $126K | Buy |
1,144
+71
| +7% | +$7.8K | 0.03% | 393 |
|
|
2023
Q1 | $114K | Buy |
1,073
+168
| +19% | +$17.8K | 0.03% | 372 |
|
|
2022
Q4 | $95.3K | Buy |
+905
| New | +$95.3K | 0.04% | 336 |
|