AFT Forsyth & Company’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
944
+2
| +0.2% | +$679 | 0.16% | 90 |
|
|
2025
Q1 | $289K | Sell |
942
-12
| -1% | -$3.68K | 0.16% | 104 |
|
|
2024
Q4 | $307K | Sell |
954
-12
| -1% | -$3.87K | 0.15% | 107 |
|
|
2024
Q3 | $304K | Buy |
966
+3
| +0.3% | +$944 | 0.15% | 108 |
|
|
2024
Q2 | $287K | Buy |
963
+2
| +0.2% | +$595 | 0.14% | 116 |
|
|
2024
Q1 | $277K | Buy |
961
+3
| +0.3% | +$864 | 0.16% | 119 |
|
|
2023
Q4 | $251K | Sell |
958
-13
| -1% | -$3.41K | 0.16% | 119 |
|
|
2023
Q3 | $228K | Hold |
971
| – | – | 0.17% | 116 |
|
|
2023
Q2 | $237K | Buy |
971
+2
| +0.2% | +$488 | 0.17% | 120 |
|
|
2023
Q1 | $218K | Buy |
969
+3
| +0.3% | +$676 | 0.17% | 128 |
|
|
2022
Q4 | $203K | Buy |
+966
| New | +$203K | 0.17% | 131 |
|
|
2022
Q2 | – | Sell |
-955
| Closed | -$239K | – | 142 |
|
|
2022
Q1 | $239K | Buy |
955
+3
| +0.3% | +$751 | 0.15% | 133 |
|
|
2021
Q4 | $252K | Buy |
952
+2
| +0.2% | +$529 | 0.13% | 139 |
|
|
2021
Q3 | $230K | Hold |
950
| – | – | 0.12% | 143 |
|
|
2021
Q2 | $230K | Hold |
950
| – | – | 0.12% | 145 |
|
|
2021
Q1 | $213K | Hold |
950
| – | – | 0.13% | 147 |
|
|
2020
Q4 | $201K | Buy |
+950
| New | +$201K | 0.13% | 143 |
|
|
2013
Q3 | $98K | Buy |
1,040
+20
| +2% | +$1.89K | 0.13% | 141 |
|
|
2013
Q2 | $92K | Buy |
+1,020
| New | +$92K | 0.13% | 132 |
|