AFC
AFT Forsyth & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
28,046
+24
| +0.1% | +$1.49K | 0.89% | 25 |
|
|
2025
Q1 | $1.64M | Sell |
28,022
-140
| -0.5% | -$8.17K | 0.88% | 30 |
|
|
2024
Q4 | $1.75M | Sell |
28,162
-745
| -3% | -$46.4K | 0.86% | 29 |
|
|
2024
Q3 | $1.8M | Sell |
28,907
-11
| -0% | -$686 | 0.89% | 28 |
|
|
2024
Q2 | $1.69M | Buy |
28,918
+36
| +0.1% | +$2.11K | 0.83% | 28 |
|
|
2024
Q1 | $1.75M | Buy |
28,882
+23,109
| +400% | +$1.4M | 1% | 23 |
|
|
2023
Q4 | $1.6M | Sell |
5,773
-42
| -0.7% | -$11.6K | 1.01% | 23 |
|
|
2023
Q3 | $1.45M | Sell |
5,815
-25
| -0.4% | -$6.23K | 1.06% | 23 |
|
|
2023
Q2 | $1.53M | Buy |
5,840
+7
| +0.1% | +$1.83K | 1.08% | 21 |
|
|
2023
Q1 | $1.46M | Sell |
5,833
-10
| -0.2% | -$2.5K | 1.13% | 22 |
|
|
2022
Q4 | $1.41M | Hold |
5,843
| – | – | 1.21% | 24 |
|
|
2022
Q3 | $1.28M | Hold |
5,843
| – | – | 1.14% | 25 |
|
|
2022
Q2 | $1.32M | Sell |
5,843
-46
| -0.8% | -$10.4K | 1.07% | 27 |
|
|
2022
Q1 | $1.58M | Sell |
5,889
-40
| -0.7% | -$10.7K | 1.01% | 29 |
|
|
2021
Q4 | $1.68M | Sell |
5,929
-134
| -2% | -$37.9K | 0.86% | 30 |
|
|
2021
Q3 | $1.6M | Sell |
6,063
-140
| -2% | -$36.8K | 0.86% | 32 |
|
|
2021
Q2 | $1.67M | Buy |
6,203
+174
| +3% | +$46.8K | 0.89% | 26 |
|
|
2021
Q1 | $1.57M | Hold |
6,029
| – | – | 0.94% | 26 |
|
|
2020
Q4 | $1.39M | Buy |
6,029
+149
| +3% | +$34.3K | 0.87% | 30 |
|
|
2020
Q3 | $1.09M | Sell |
5,880
-3
| -0.1% | -$556 | 0.81% | 35 |
|
|
2020
Q2 | $1.05M | Buy |
5,883
+29
| +0.5% | +$5.16K | 0.88% | 35 |
|
|
2020
Q1 | $842K | Sell |
5,854
-830
| -12% | -$119K | 0.85% | 36 |
|
|
2019
Q4 | $1.38M | Buy |
6,684
+83
| +1% | +$17.1K | 1.05% | 27 |
|
|
2019
Q3 | $1.28M | Buy |
6,601
+35
| +0.5% | +$6.76K | 1.05% | 26 |
|
|
2019
Q2 | $1.28M | Buy |
6,566
+17
| +0.3% | +$3.3K | 1.05% | 27 |
|
|
2019
Q1 | $1.24M | Buy |
6,549
+176
| +3% | +$33.3K | 1.07% | 27 |
|
|
2018
Q4 | $1.06M | Sell |
6,373
-53
| -0.8% | -$8.8K | 1.05% | 27 |
|
|
2018
Q3 | $1.29M | Buy |
6,426
+36
| +0.6% | +$7.24K | 1.07% | 27 |
|
|
2018
Q2 | $1.25M | Sell |
6,390
-55
| -0.9% | -$10.7K | 1.09% | 25 |
|
|
2018
Q1 | $1.21M | Sell |
6,445
-100
| -2% | -$18.8K | 1.13% | 28 |
|
|
2017
Q4 | $1.24M | Buy |
+6,545
| New | +$1.24M | 1.22% | 26 |
|
|
2013
Q3 | $541K | Buy |
4,355
+758
| +21% | +$94.2K | 0.7% | 53 |
|
|
2013
Q2 | $415K | Buy |
+3,597
| New | +$415K | 0.59% | 60 |
|