Farther Finance Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
1,236
-1
| -0.1% | -$351 | 0.01% | 976 |
|
|
2025
Q1 | $394K | Sell |
1,237
-3,757
| -75% | -$1.2M | 0.01% | 897 |
|
|
2024
Q4 | $1.67M | Buy |
4,994
+4,793
| +2,385% | +$1.6M | 0.06% | 252 |
|
|
2024
Q3 | $65.7K | Hold |
201
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q2 | $62.2K | Sell |
201
-1,300
| -87% | -$402K | ﹤0.01% | 1326 |
|
|
2024
Q1 | $449K | Hold |
1,501
| – | – | 0.03% | 426 |
|
|
2023
Q4 | $411K | Hold |
1,501
| – | – | 0.03% | 391 |
|
|
2023
Q3 | $368K | Buy |
1,501
+52
| +4% | +$12.7K | 0.06% | 258 |
|
|
2023
Q2 | $369K | Hold |
1,449
| – | – | 0.08% | 209 |
|
|
2023
Q1 | $341K | Hold |
1,449
| – | – | 0.1% | 184 |
|
|
2022
Q4 | $320K | Buy |
+1,449
| New | +$320K | 0.12% | 164 |
|