AFT Forsyth & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $662K | Sell |
3,096
-361
| -10% | -$79.1K | 0.31% | 65 |
|
|
2025
Q4 | $727K | Sell |
3,457
-194
| -5% | -$40.1K | 0.31% | 63 |
|
|
2025
Q3 | $743K | Buy |
3,651
+6
| +0.2% | +$1.19K | 0.36% | 55 |
|
|
2025
Q2 | $708K | Buy |
3,645
+6
| +0.2% | +$1.11K | 0.36% | 55 |
|
|
2025
Q1 | $685K | Buy |
3,639
+5
| +0.1% | +$952 | 0.37% | 61 |
|
|
2024
Q4 | $673K | Sell |
3,634
-33
| -0.9% | -$6.33K | 0.33% | 66 |
|
|
2024
Q3 | $696K | Buy |
3,667
+7
| +0.2% | +$1.27K | 0.34% | 66 |
|
|
2024
Q2 | $639K | Sell |
3,660
-10
| -0.3% | -$1.75K | 0.31% | 67 |
|
|
2024
Q1 | $657K | Buy |
3,670
+5
| +0.1% | +$846 | 0.37% | 66 |
|
|
2023
Q4 | $606K | Buy |
3,665
+15
| +0.4% | +$2.32K | 0.38% | 68 |
|
|
2023
Q3 | $554K | Hold |
3,650
| – | – | 0.41% | 67 |
|
|
2023
Q2 | $576K | Sell |
3,650
-35
| -0.9% | -$5.35K | 0.41% | 68 |
|
|
2023
Q1 | $561K | Sell |
3,685
-33
| -0.9% | -$5.1K | 0.43% | 69 |
|
|
2022
Q4 | $564K | Sell |
3,718
-20
| -0.5% | -$2.99K | 0.48% | 63 |
|
|
2022
Q3 | $508K | Hold |
3,738
| – | – | 0.45% | 67 |
|
|
2022
Q2 | $542K | Buy |
3,738
+6
| +0.2% | +$939 | 0.44% | 67 |
|
|
2022
Q1 | $619K | Buy |
3,732
+5
| +0.1% | +$821 | 0.39% | 69 |
|
|
2021
Q4 | $626K | Sell |
3,727
-26
| -0.7% | -$4.26K | 0.32% | 88 |
|
|
2021
Q3 | $587K | Hold |
3,753
| – | – | 0.32% | 95 |
|
|
2021
Q2 | $595K | Hold |
3,753
| – | – | 0.32% | 97 |
|
|
2021
Q1 | $569K | Hold |
3,753
| – | – | 0.34% | 103 |
|
|
2020
Q4 | $513K | Hold |
3,753
| – | – | 0.32% | 101 |
|
|
2020
Q3 | $443K | Hold |
3,753
| – | – | 0.33% | 91 |
|
|
2020
Q2 | $423K | Sell |
3,753
-495
| -12% | -$54.4K | 0.36% | 88 |
|
|
2020
Q1 | $421K | Hold |
4,248
| – | – | 0.42% | 82 |
|
|
2019
Q4 | $580K | Sell |
4,248
-100
| -2% | -$13.2K | 0.44% | 77 |
|
|
2019
Q3 | $558K | Hold |
4,348
| – | – | 0.46% | 76 |
|
|
2019
Q2 | $553K | Sell |
4,348
-35
| -0.8% | -$4.38K | 0.46% | 77 |
|
|
2019
Q1 | $541K | Sell |
4,383
-210
| -5% | -$25.2K | 0.47% | 79 |
|
|
2018
Q4 | $510K | Sell |
4,593
-100
| -2% | -$12K | 0.51% | 72 |
|
|
2018
Q3 | $594K | Sell |
4,693
-150
| -3% | -$18.8K | 0.49% | 73 |
|
|
2018
Q2 | $588K | Hold |
4,843
| – | – | 0.52% | 72 |
|
|
2018
Q1 | $581K | Hold |
4,843
| – | – | 0.54% | 64 |
|
|
2017
Q4 | $602K | Buy |
+4,843
| New | +$587K | 0.59% | 59 |
|
|
2013
Q3 | $548K | Sell |
6,358
-25
| -0.4% | -$2.17K | 0.71% | 52 |
|
|
2013
Q2 | $535K | Buy |
+6,383
| New | +$532K | 0.76% | 48 |
|
Other funds holding IWD
AFT Forsyth & Company's IWD Position: Q1 2026 in Review
AFT Forsyth & Company reduced its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q1 2026, selling an estimated $79.1K and leaving 3,096 shares worth $662K. The position accounts for 0.31% of the portfolio, ranked #65.
AFT Forsyth & Company first reported a position in IWD in Q2 2013 and has held it in 36 quarters since. The position peaked at $743K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- AFT Forsyth & Company held 3,096 shares of iShares Russell 1000 Value ETF worth $662K as of Q1 2026.
- AFT Forsyth & Company sold 361 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $79.1K.
- iShares Russell 1000 Value ETF made up 0.31% of AFT Forsyth & Company's portfolio in Q1 2026, its #65 holding.
- AFT Forsyth & Company first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's iShares Russell 1000 Value ETF position peaked at $743K in Q3 2025.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.