AFT Forsyth & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Sell |
16,021
-2,951
| -16% | -$356K | 0.96% | 18 |
|
|
2026
Q1 | $2.02M | Buy |
18,972
+4
| +0% | +$454 | 0.95% | 22 |
|
|
2025
Q4 | $2.24M | Sell |
18,968
-156
| -0.8% | -$18.5K | 0.97% | 21 |
|
|
2025
Q3 | $2.24M | Sell |
19,124
-60
| -0.3% | -$6.68K | 1.07% | 21 |
|
|
2025
Q2 | $2.04M | Sell |
19,184
-68
| -0.4% | -$6.5K | 1.04% | 22 |
|
|
2025
Q1 | $1.74M | Buy |
19,252
+4
| +0% | +$395 | 0.94% | 27 |
|
|
2024
Q4 | $1.93M | Buy |
19,248
+4
| +0% | +$393 | 0.95% | 25 |
|
|
2024
Q3 | $1.81M | Buy |
19,244
+4
| +0% | +$363 | 0.89% | 27 |
|
|
2024
Q2 | $1.75M | Sell |
19,240
-136
| -0.7% | -$11.6K | 0.86% | 25 |
|
|
2024
Q1 | $1.63M | Buy |
19,376
+4
| +0% | +$322 | 0.93% | 27 |
|
|
2023
Q4 | $1.47M | Buy |
19,372
+412
| +2% | +$29.1K | 0.92% | 30 |
|
|
2023
Q3 | $1.26M | Hold |
18,960
| – | – | 0.92% | 30 |
|
|
2023
Q2 | $1.3M | Buy |
18,960
+244
| +1% | +$15.5K | 0.92% | 32 |
|
|
2023
Q1 | $1.14M | Buy |
18,716
+4
| +0% | +$230 | 0.88% | 30 |
|
|
2022
Q4 | $1M | Buy |
18,712
+20
| +0.1% | +$1.1K | 0.85% | 38 |
|
|
2022
Q3 | $983K | Hold |
18,692
| – | – | 0.88% | 33 |
|
|
2022
Q2 | $1.02M | Buy |
18,692
+4
| +0% | +$240 | 0.82% | 33 |
|
|
2022
Q1 | $1.3M | Buy |
18,688
+4
| +0% | +$273 | 0.83% | 33 |
|
|
2021
Q4 | $1.43M | Buy |
18,684
+4
| +0% | +$297 | 0.73% | 39 |
|
|
2021
Q3 | $1.28M | Hold |
18,680
| – | – | 0.69% | 47 |
|
|
2021
Q2 | $1.27M | Hold |
18,680
| – | – | 0.68% | 44 |
|
|
2021
Q1 | $1.14M | Hold |
18,680
| – | – | 0.68% | 42 |
|
|
2020
Q4 | $1.13M | Hold |
18,680
| – | – | 0.7% | 41 |
|
|
2020
Q3 | $1.01M | Hold |
18,680
| – | – | 0.75% | 43 |
|
|
2020
Q2 | $896K | Hold |
18,680
| – | – | 0.76% | 44 |
|
|
2020
Q1 | $704K | Hold |
18,680
| – | – | 0.71% | 47 |
|
|
2019
Q4 | $822K | Hold |
18,680
| – | – | 0.63% | 54 |
|
|
2019
Q3 | $745K | Hold |
18,680
| – | – | 0.62% | 60 |
|
|
2019
Q2 | $735K | Hold |
18,680
| – | – | 0.61% | 61 |
|
|
2019
Q1 | $707K | Sell |
18,680
-900
| -5% | -$32.3K | 0.61% | 61 |
|
|
2018
Q4 | $641K | Sell |
19,580
-500
| -2% | -$17.6K | 0.64% | 56 |
|
|
2018
Q3 | $783K | Sell |
20,080
-760
| -4% | -$28.8K | 0.65% | 54 |
|
|
2018
Q2 | $749K | Sell |
20,840
-300
| -1% | -$10.6K | 0.66% | 56 |
|
|
2018
Q1 | $719K | Hold |
21,140
| – | – | 0.67% | 52 |
|
|
2017
Q4 | $712K | Buy |
+21,140
| New | +$693K | 0.7% | 46 |
|
|
2013
Q3 | $587K | Sell |
30,020
-100
| -0.3% | -$1.91K | 0.76% | 46 |
|
|
2013
Q2 | $548K | Buy |
+30,120
| New | +$552K | 0.78% | 44 |
|
Other funds holding IWF
AFT Forsyth & Company's IWF Position: Q2 2026 in Review
AFT Forsyth & Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q2 2026, selling an estimated $356K and leaving 16,021 shares worth $1.99M. The position accounts for 0.96% of the portfolio, ranked #18.
AFT Forsyth & Company first reported a position in IWF in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.24M in Q4 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- AFT Forsyth & Company held 16,021 shares of iShares Russell 1000 Growth ETF worth $1.99M as of Q2 2026.
- AFT Forsyth & Company sold 2,951 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $356K.
- iShares Russell 1000 Growth ETF made up 0.96% of AFT Forsyth & Company's portfolio in Q2 2026, its #18 holding.
- AFT Forsyth & Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 37 quarters since.
- AFT Forsyth & Company's iShares Russell 1000 Growth ETF position peaked at $2.24M in Q4 2025.
- 2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.