Farther Finance Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Sell |
134
-235
| -64% | -$36.3K | ﹤0.01% | 2648 |
|
|
2025
Q1 | $53.7K | Buy |
369
+11
| +3% | +$1.6K | ﹤0.01% | 1858 |
|
|
2024
Q4 | $53.2K | Buy |
358
+5
| +1% | +$743 | ﹤0.01% | 1637 |
|
|
2024
Q3 | $52.5K | Buy |
353
+30
| +9% | +$4.46K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $44K | Buy |
323
+17
| +6% | +$2.32K | ﹤0.01% | 1473 |
|
|
2024
Q1 | $43.3K | Buy |
306
+1
| +0.3% | +$142 | ﹤0.01% | 1238 |
|
|
2023
Q4 | $40.2K | Hold |
305
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q3 | $35.8K | Sell |
305
-177
| -37% | -$20.8K | 0.01% | 896 |
|
|
2023
Q2 | $59.2K | Sell |
482
-79
| -14% | -$9.7K | 0.01% | 616 |
|
|
2023
Q1 | $66.1K | Sell |
561
-6
| -1% | -$707 | 0.02% | 525 |
|
|
2022
Q4 | $64.5K | Buy |
+567
| New | +$64.5K | 0.03% | 438 |
|