AFT Forsyth & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
4,796
-17
| -0.4% | -$7.22K | 1.04% | 22 |
|
|
2025
Q1 | $1.74M | Buy |
4,813
+1
| +0% | +$361 | 0.94% | 27 |
|
|
2024
Q4 | $1.93M | Buy |
4,812
+1
| +0% | +$402 | 0.95% | 25 |
|
|
2024
Q3 | $1.81M | Buy |
4,811
+1
| +0% | +$375 | 0.89% | 27 |
|
|
2024
Q2 | $1.75M | Sell |
4,810
-34
| -0.7% | -$12.4K | 0.86% | 25 |
|
|
2024
Q1 | $1.63M | Buy |
4,844
+1
| +0% | +$337 | 0.93% | 27 |
|
|
2023
Q4 | $1.47M | Buy |
4,843
+103
| +2% | +$31.2K | 0.92% | 30 |
|
|
2023
Q3 | $1.26M | Hold |
4,740
| – | – | 0.92% | 30 |
|
|
2023
Q2 | $1.3M | Buy |
4,740
+61
| +1% | +$16.8K | 0.92% | 32 |
|
|
2023
Q1 | $1.14M | Buy |
4,679
+1
| +0% | +$244 | 0.88% | 30 |
|
|
2022
Q4 | $1M | Buy |
4,678
+5
| +0.1% | +$1.07K | 0.85% | 38 |
|
|
2022
Q3 | $983K | Hold |
4,673
| – | – | 0.88% | 33 |
|
|
2022
Q2 | $1.02M | Buy |
4,673
+1
| +0% | +$219 | 0.82% | 33 |
|
|
2022
Q1 | $1.3M | Buy |
4,672
+1
| +0% | +$278 | 0.83% | 33 |
|
|
2021
Q4 | $1.43M | Buy |
4,671
+1
| +0% | +$306 | 0.73% | 39 |
|
|
2021
Q3 | $1.28M | Hold |
4,670
| – | – | 0.69% | 47 |
|
|
2021
Q2 | $1.27M | Hold |
4,670
| – | – | 0.68% | 44 |
|
|
2021
Q1 | $1.14M | Hold |
4,670
| – | – | 0.68% | 42 |
|
|
2020
Q4 | $1.13M | Hold |
4,670
| – | – | 0.7% | 41 |
|
|
2020
Q3 | $1.01M | Hold |
4,670
| – | – | 0.75% | 43 |
|
|
2020
Q2 | $896K | Hold |
4,670
| – | – | 0.76% | 44 |
|
|
2020
Q1 | $704K | Hold |
4,670
| – | – | 0.71% | 47 |
|
|
2019
Q4 | $822K | Hold |
4,670
| – | – | 0.63% | 54 |
|
|
2019
Q3 | $745K | Hold |
4,670
| – | – | 0.62% | 60 |
|
|
2019
Q2 | $735K | Hold |
4,670
| – | – | 0.61% | 61 |
|
|
2019
Q1 | $707K | Sell |
4,670
-225
| -5% | -$34.1K | 0.61% | 61 |
|
|
2018
Q4 | $641K | Sell |
4,895
-125
| -2% | -$16.4K | 0.64% | 56 |
|
|
2018
Q3 | $783K | Sell |
5,020
-190
| -4% | -$29.6K | 0.65% | 54 |
|
|
2018
Q2 | $749K | Sell |
5,210
-75
| -1% | -$10.8K | 0.66% | 56 |
|
|
2018
Q1 | $719K | Hold |
5,285
| – | – | 0.67% | 52 |
|
|
2017
Q4 | $712K | Buy |
+5,285
| New | +$712K | 0.7% | 46 |
|
|
2013
Q3 | $587K | Sell |
7,505
-25
| -0.3% | -$1.96K | 0.76% | 46 |
|
|
2013
Q2 | $548K | Buy |
+7,530
| New | +$548K | 0.78% | 44 |
|