Farther Finance Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.36M	Buy	13,378 +587	+5%	+$156K	0.03%	467
2025 Q4	$3.54M	Buy	12,791 +1,090	+9%	+$302K	0.04%	399
2025 Q3	$3.2M	Buy	11,701 +8,689	+288%	+$2.25M	0.05%	319
2025 Q2	$742K	Buy	3,012 +2,142	+246%	+$477K	0.01%	724
2025 Q1	$185K	Sell	870 -844	-49%	-$194K	﹤0.01%	1262
2024 Q4	$403K	Buy	1,714 +365	+27%	+$83.8K	0.01%	676
2024 Q3	$297K	Sell	1,349 -67	-5%	-$14.3K	0.01%	834
2024 Q2	$307K	Buy	1,416 +5	+0.4%	+$996	0.01%	665
2024 Q1	$276K	Buy	1,411 +594	+73%	+$111K	0.02%	580
2023 Q4	$143K	Buy	817 +572	+233%	+$93.9K	0.01%	672
2023 Q3	$37.7K	Hold	245	–	–	0.01%	873
2023 Q2	$38.8K	Buy	+245	New	+$35.7K	0.01%	748