AFT Forsyth & Company’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
3,157
+1
| +0% | +$153 | 0.25% | 74 |
|
|
2025
Q1 | $434K | Buy |
3,156
+1
| +0% | +$137 | 0.23% | 88 |
|
|
2024
Q4 | $457K | Buy |
3,155
+1
| +0% | +$145 | 0.22% | 87 |
|
|
2024
Q3 | $443K | Buy |
3,154
+1
| +0% | +$140 | 0.22% | 89 |
|
|
2024
Q2 | $422K | Buy |
3,153
+1
| +0% | +$134 | 0.21% | 93 |
|
|
2024
Q1 | $401K | Buy |
3,152
+1
| +0% | +$127 | 0.23% | 94 |
|
|
2023
Q4 | $363K | Buy |
3,151
+3
| +0.1% | +$345 | 0.23% | 96 |
|
|
2023
Q3 | $325K | Hold |
3,148
| – | – | 0.24% | 101 |
|
|
2023
Q2 | $336K | Buy |
3,148
+1
| +0% | +$107 | 0.24% | 103 |
|
|
2023
Q1 | $306K | Buy |
3,147
+1
| +0% | +$97 | 0.24% | 108 |
|
|
2022
Q4 | $283K | Buy |
3,146
+3
| +0.1% | +$270 | 0.24% | 106 |
|
|
2022
Q3 | $267K | Hold |
3,143
| – | – | 0.24% | 112 |
|
|
2022
Q2 | $282K | Buy |
3,143
+1
| +0% | +$90 | 0.23% | 113 |
|
|
2022
Q1 | $340K | Buy |
3,142
+1
| +0% | +$108 | 0.22% | 115 |
|
|
2021
Q4 | $358K | Buy |
3,141
+1
| +0% | +$114 | 0.18% | 119 |
|
|
2021
Q3 | $324K | Hold |
3,140
| – | – | 0.17% | 124 |
|
|
2021
Q2 | $323K | Hold |
3,140
| – | – | 0.17% | 128 |
|
|
2021
Q1 | $297K | Hold |
3,140
| – | – | 0.18% | 128 |
|
|
2020
Q4 | $284K | Hold |
3,140
| – | – | 0.18% | 127 |
|
|
2020
Q3 | $255K | Hold |
3,140
| – | – | 0.19% | 118 |
|
|
2020
Q2 | $232K | Buy |
+3,140
| New | +$232K | 0.2% | 114 |
|
|
2020
Q1 | – | Sell |
-3,410
| Closed | -$256K | – | 136 |
|
|
2019
Q4 | $256K | Hold |
3,410
| – | – | 0.2% | 123 |
|
|
2019
Q3 | $235K | Hold |
3,410
| – | – | 0.19% | 125 |
|
|
2019
Q2 | $232K | Hold |
3,410
| – | – | 0.19% | 128 |
|
|
2019
Q1 | $224K | Buy |
+3,410
| New | +$224K | 0.19% | 128 |
|
|
2018
Q4 | – | Sell |
-3,410
| Closed | -$230K | – | 141 |
|
|
2018
Q3 | $230K | Hold |
3,410
| – | – | 0.19% | 131 |
|
|
2018
Q2 | $215K | Hold |
3,410
| – | – | 0.19% | 131 |
|
|
2018
Q1 | $207K | Hold |
3,410
| – | – | 0.19% | 130 |
|
|
2017
Q4 | $210K | Buy |
+3,410
| New | +$210K | 0.21% | 125 |
|
|
2013
Q3 | $74K | Buy |
1,955
+50
| +3% | +$1.89K | 0.1% | 149 |
|
|
2013
Q2 | $70K | Buy |
+1,905
| New | +$70K | 0.1% | 145 |
|