AFT Forsyth & Company’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Buy |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $325K | Hold |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $224K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $207K | Hold |
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|
2017
Q4 | $210K | Buy |
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|
2013
Q3 | $74K | Buy |
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|
2013
Q2 | $70K | Buy |
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