AFT Forsyth & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Sell |
4,259
-25
| -0.6% | -$6.45K | 0.5% | 48 |
|
|
2025
Q4 | $1.05M | Hold |
4,284
| – | – | 0.46% | 48 |
|
|
2025
Q3 | $1.04M | Buy |
4,284
+1
| +0% | +$229 | 0.5% | 44 |
|
|
2025
Q2 | $924K | Sell |
4,283
-95
| -2% | -$19.1K | 0.47% | 43 |
|
|
2025
Q1 | $873K | Hold |
4,378
| – | – | 0.47% | 46 |
|
|
2024
Q4 | $967K | Buy |
4,378
+1
| +0% | +$228 | 0.47% | 46 |
|
|
2024
Q3 | $967K | Hold |
4,377
| – | – | 0.48% | 44 |
|
|
2024
Q2 | $888K | Buy |
4,377
+1
| +0% | +$202 | 0.44% | 50 |
|
|
2024
Q1 | $920K | Hold |
4,376
| – | – | 0.52% | 47 |
|
|
2023
Q4 | $878K | Buy |
4,376
+1,301
| +42% | +$233K | 0.55% | 46 |
|
|
2023
Q3 | $543K | Sell |
3,075
-70
| -2% | -$13.1K | 0.4% | 68 |
|
|
2023
Q2 | $589K | Buy |
3,145
+745
| +31% | +$133K | 0.42% | 66 |
|
|
2023
Q1 | $428K | Sell |
2,400
-130
| -5% | -$23.9K | 0.33% | 86 |
|
|
2022
Q4 | $441K | Hold |
2,530
| – | – | 0.38% | 81 |
|
|
2022
Q3 | $417K | Hold |
2,530
| – | – | 0.37% | 83 |
|
|
2022
Q2 | $428K | Hold |
2,530
| – | – | 0.35% | 85 |
|
|
2022
Q1 | $519K | Hold |
2,530
| – | – | 0.33% | 86 |
|
|
2021
Q4 | $563K | Hold |
2,530
| – | – | 0.29% | 98 |
|
|
2021
Q3 | $553K | Hold |
2,530
| – | – | 0.3% | 98 |
|
|
2021
Q2 | $580K | Hold |
2,530
| – | – | 0.31% | 99 |
|
|
2021
Q1 | $559K | Hold |
2,530
| – | – | 0.34% | 104 |
|
|
2020
Q4 | $496K | Hold |
2,530
| – | – | 0.31% | 104 |
|
|
2020
Q3 | $379K | Sell |
2,530
-250
| -9% | -$37.6K | 0.28% | 102 |
|
|
2020
Q2 | $398K | Sell |
2,780
-300
| -10% | -$39.4K | 0.34% | 92 |
|
|
2020
Q1 | $353K | Sell |
3,080
-215
| -7% | -$32.1K | 0.35% | 95 |
|
|
2019
Q4 | $546K | Hold |
3,295
| – | – | 0.42% | 83 |
|
|
2019
Q3 | $499K | Hold |
3,295
| – | – | 0.41% | 86 |
|
|
2019
Q2 | $512K | Hold |
3,295
| – | – | 0.42% | 80 |
|
|
2019
Q1 | $504K | Hold |
3,295
| – | – | 0.44% | 84 |
|
|
2018
Q4 | $441K | Hold |
3,295
| – | – | 0.44% | 83 |
|
|
2018
Q3 | $555K | Hold |
3,295
| – | – | 0.46% | 80 |
|
|
2018
Q2 | $540K | Buy |
3,295
+230
| +8% | +$36.8K | 0.47% | 79 |
|
|
2018
Q1 | $465K | Buy |
3,065
+35
| +1% | +$5.41K | 0.43% | 84 |
|
|
2017
Q4 | $462K | Buy |
+3,030
| New | +$455K | 0.45% | 77 |
|
|
2013
Q3 | $313K | Buy |
2,940
+235
| +9% | +$24.3K | 0.41% | 78 |
|
|
2013
Q2 | $262K | Buy |
+2,705
| New | +$258K | 0.37% | 79 |
|
Other funds holding IWM
AFT Forsyth & Company's IWM Position: Q1 2026 in Review
AFT Forsyth & Company reduced its iShares Russell 2000 ETF (IWM) stake by 0.58% in Q1 2026, selling an estimated $6.45K and leaving 4,259 shares worth $1.06M. The position accounts for 0.5% of the portfolio, ranked #48.
AFT Forsyth & Company first reported a position in IWM in Q2 2013 and has held it in 36 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- AFT Forsyth & Company held 4,259 shares of iShares Russell 2000 ETF worth $1.06M as of Q1 2026.
- AFT Forsyth & Company sold 25 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.45K.
- iShares Russell 2000 ETF made up 0.5% of AFT Forsyth & Company's portfolio in Q1 2026, its #48 holding.
- AFT Forsyth & Company first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 36 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.