AFC
AFT Forsyth & Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
28,440
-495
| -2% | -$54.1K | 1.59% | 15 |
|
|
2025
Q1 | $3.03M | Sell |
28,935
-112
| -0.4% | -$11.7K | 1.63% | 12 |
|
|
2024
Q4 | $3.35M | Sell |
29,047
-525
| -2% | -$60.5K | 1.64% | 12 |
|
|
2024
Q3 | $3.46M | Buy |
29,572
+37
| +0.1% | +$4.33K | 1.71% | 11 |
|
|
2024
Q2 | $3.15M | Buy |
29,535
+1,170
| +4% | +$125K | 1.54% | 13 |
|
|
2024
Q1 | $3.13M | Sell |
28,365
-1,549
| -5% | -$171K | 1.79% | 11 |
|
|
2023
Q4 | $3.24M | Sell |
29,914
-392
| -1% | -$42.4K | 2.04% | 9 |
|
|
2023
Q3 | $2.86M | Sell |
30,306
-60
| -0.2% | -$5.66K | 2.1% | 9 |
|
|
2023
Q2 | $3.03M | Buy |
30,366
+33
| +0.1% | +$3.29K | 2.15% | 10 |
|
|
2023
Q1 | $2.93M | Sell |
30,333
-210
| -0.7% | -$20.3K | 2.27% | 8 |
|
|
2022
Q4 | $2.89M | Sell |
30,543
-28
| -0.1% | -$2.65K | 2.47% | 6 |
|
|
2022
Q3 | $2.67M | Buy |
30,571
+40
| +0.1% | +$3.49K | 2.38% | 8 |
|
|
2022
Q2 | $2.82M | Sell |
30,531
-314
| -1% | -$29K | 2.28% | 8 |
|
|
2022
Q1 | $3.33M | Buy |
30,845
+719
| +2% | +$77.6K | 2.12% | 8 |
|
|
2021
Q4 | $3.45M | Sell |
30,126
-218
| -0.7% | -$25K | 1.77% | 10 |
|
|
2021
Q3 | $3.31M | Sell |
30,344
-580
| -2% | -$63.3K | 1.78% | 11 |
|
|
2021
Q2 | $3.49M | Buy |
30,924
+435
| +1% | +$49.1K | 1.87% | 10 |
|
|
2021
Q1 | $3.31M | Sell |
30,489
-134
| -0.4% | -$14.5K | 1.98% | 9 |
|
|
2020
Q4 | $2.81M | Buy |
30,623
+693
| +2% | +$63.7K | 1.76% | 10 |
|
|
2020
Q3 | $2.1M | Buy |
29,930
+43
| +0.1% | +$3.02K | 1.56% | 11 |
|
|
2020
Q2 | $2.04M | Buy |
29,887
+459
| +2% | +$31.3K | 1.72% | 10 |
|
|
2020
Q1 | $1.65M | Sell |
29,428
-1,910
| -6% | -$107K | 1.66% | 12 |
|
|
2019
Q4 | $2.63M | Buy |
31,338
+418
| +1% | +$35.1K | 2.01% | 6 |
|
|
2019
Q3 | $2.41M | Buy |
30,920
+25
| +0.1% | +$1.95K | 1.99% | 7 |
|
|
2019
Q2 | $2.42M | Buy |
30,895
+103
| +0.3% | +$8.06K | 1.99% | 7 |
|
|
2019
Q1 | $2.38M | Buy |
30,792
+508
| +2% | +$39.2K | 2.06% | 6 |
|
|
2018
Q4 | $2.1M | Sell |
30,284
-99
| -0.3% | -$6.86K | 2.09% | 6 |
|
|
2018
Q3 | $2.65M | Sell |
30,383
-19
| -0.1% | -$1.66K | 2.2% | 8 |
|
|
2018
Q2 | $2.54M | Sell |
30,402
-404
| -1% | -$33.7K | 2.23% | 5 |
|
|
2018
Q1 | $2.37M | Sell |
30,806
-5,610
| -15% | -$432K | 2.21% | 6 |
|
|
2017
Q4 | $2.8M | Buy |
+36,416
| New | +$2.8M | 2.74% | 3 |
|
|
2013
Q3 | $1.83M | Buy |
18,306
+765
| +4% | +$76.4K | 2.37% | 5 |
|
|
2013
Q2 | $1.58M | Buy |
+17,541
| New | +$1.58M | 2.26% | 6 |
|