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IYMIYM
14 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES TR

Farther Finance Advisors, LLC holds 43,515 shares of IYM (ISHARES TR), worth $7.8M as of 2026-Q2. The position was increased (+2504.1% shares). IYM represents 0.1% of Farther Finance Advisors, LLC's portfolio.

Current Value

$7.8M

Current Shares

43,515

Total Value Change

+$7.8M

Total Shares Change

+43,512

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
43,515
+2504.1%
$7.8M0.1%$179.53
44
2026-Q1
Decreased
1,671
-8.2%
$298,7140.0%$183.37
0
2025-Q4
Increased
1,821
+971.2%
$280,4280.0%$155.48
38
2025-Q3
Decreased
170
-39.7%
$25,1960.0%$146.86
0
2025-Q2
Increased
282
+4600.0%
$39,4830.0%$138.12
32
2025-Q1
Increased
6
+100.0%
$8090.0%$132.39
12
2024-Q4
Unchanged
3
0.0%
$3900.0%$127.09
0
2024-Q3
Unchanged
3
0.0%
$4500.0%$148.16
0
2024-Q2
Decreased
3
-87.5%
$4150.0%$136.64
0
2024-Q1
Increased
24
+242.9%
$3,5510.0%$143.67
22
2023-Q4
Increased
7
+16.7%
$9670.0%$133.94
13
2023-Q3
Decreased
6
-97.4%
$7580.0%$121.82
0
2023-Q2
Increased
229
+7533.3%
$30,4680.0%$126.35
32
2023-Q1
New
3
-
$3980.0%$124.82
15

Other major holders of IYM: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, MANUFACTURERS LIFE INSURANCE COMPANY, THE

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