AFT Forsyth & Company’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Hold |
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|
2025
Q2 | $601K | Hold |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $666K | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $620K | Hold |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $632K | Sell |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $571K | Buy |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $560K | Hold |
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|
2022
Q1 | $664K | Hold |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $690K | Sell |
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|
2021
Q1 | $672K | Hold |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $452K | Hold |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $700K | Hold |
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|
2019
Q3 | $650K | Hold |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $556K | Hold |
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|
2018
Q4 | $498K | Hold |
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|
2018
Q3 | $616K | Hold |
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|
2018
Q2 | $611K | Hold |
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|
2018
Q1 | $565K | Hold |
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|
2017
Q4 | $583K | Buy |
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|
2013
Q3 | $472K | Buy |
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|
2013
Q2 | $438K | Buy |
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