AFC
AFT Forsyth & Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
21,165
+5
| +0% | +$455 | 0.99% | 24 |
|
|
2025
Q1 | $1.76M | Buy |
21,160
+4
| +0% | +$333 | 0.95% | 25 |
|
|
2024
Q4 | $1.92M | Buy |
21,156
+7
| +0% | +$637 | 0.94% | 26 |
|
|
2024
Q3 | $1.94M | Buy |
21,149
+7
| +0% | +$644 | 0.96% | 26 |
|
|
2024
Q2 | $1.86M | Buy |
21,142
+5
| +0% | +$441 | 0.91% | 23 |
|
|
2024
Q1 | $1.93M | Buy |
21,137
+4
| +0% | +$365 | 1.1% | 21 |
|
|
2023
Q4 | $1.67M | Buy |
21,133
+21
| +0.1% | +$1.66K | 1.05% | 22 |
|
|
2023
Q3 | $1.53M | Hold |
21,112
| – | – | 1.12% | 20 |
|
|
2023
Q2 | $1.58M | Sell |
21,112
-913
| -4% | -$68.5K | 1.12% | 19 |
|
|
2023
Q1 | $1.58M | Buy |
22,025
+8
| +0% | +$572 | 1.22% | 18 |
|
|
2022
Q4 | $1.5M | Buy |
22,017
+19
| +0.1% | +$1.3K | 1.28% | 21 |
|
|
2022
Q3 | $1.39M | Hold |
21,998
| – | – | 1.24% | 19 |
|
|
2022
Q2 | $1.4M | Buy |
21,998
+7
| +0% | +$446 | 1.13% | 23 |
|
|
2022
Q1 | $1.7M | Sell |
21,991
-85
| -0.4% | -$6.57K | 1.08% | 23 |
|
|
2021
Q4 | $1.88M | Buy |
22,076
+6
| +0% | +$512 | 0.97% | 24 |
|
|
2021
Q3 | $1.75M | Hold |
22,070
| – | – | 0.94% | 27 |
|
|
2021
Q2 | $1.79M | Hold |
22,070
| – | – | 0.95% | 24 |
|
|
2021
Q1 | $1.73M | Buy |
22,070
+22
| +0.1% | +$1.73K | 1.04% | 23 |
|
|
2020
Q4 | $1.59M | Buy |
22,048
+16,536
| +300% | +$1.19M | 1% | 26 |
|
|
2020
Q3 | $1.32M | Sell |
5,512
-385
| -7% | -$92.1K | 0.98% | 26 |
|
|
2020
Q2 | $1.32M | Hold |
5,897
| – | – | 1.11% | 24 |
|
|
2020
Q1 | $1.05M | Sell |
5,897
-182
| -3% | -$32.5K | 1.06% | 26 |
|
|
2019
Q4 | $1.45M | Sell |
6,079
-15
| -0.2% | -$3.57K | 1.1% | 25 |
|
|
2019
Q3 | $1.36M | Hold |
6,094
| – | – | 1.13% | 25 |
|
|
2019
Q2 | $1.38M | Sell |
6,094
-20
| -0.3% | -$4.53K | 1.14% | 25 |
|
|
2019
Q1 | $1.34M | Sell |
6,114
-55
| -0.9% | -$12.1K | 1.16% | 24 |
|
|
2018
Q4 | $1.18M | Sell |
6,169
-25
| -0.4% | -$4.78K | 1.17% | 23 |
|
|
2018
Q3 | $1.44M | Hold |
6,194
| – | – | 1.2% | 20 |
|
|
2018
Q2 | $1.39M | Sell |
6,194
-52
| -0.8% | -$11.7K | 1.22% | 20 |
|
|
2018
Q1 | $1.36M | Buy |
6,246
+20
| +0.3% | +$4.37K | 1.27% | 21 |
|
|
2017
Q4 | $1.34M | Buy |
+6,226
| New | +$1.34M | 1.32% | 19 |
|
|
2013
Q3 | $900K | Buy |
6,471
+75
| +1% | +$10.4K | 1.17% | 18 |
|
|
2013
Q2 | $824K | Buy |
+6,396
| New | +$824K | 1.18% | 20 |
|