AFT Forsyth & Company’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2013
Q3 | $98K | Buy |
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|
2013
Q2 | $92K | Buy |
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