AFT Forsyth & Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Hold	4,408	–	–	0.65%	34
2025 Q1	$1.13M	Buy	4,408 +1	+0%	+$256	0.61%	40
2024 Q4	$1.27M	Hold	4,407	–	–	0.62%	37
2024 Q3	$1.25M	Hold	4,407	–	–	0.62%	39
2024 Q2	$1.16M	Hold	4,407	–	–	0.57%	41
2024 Q1	$1.19M	Hold	4,407	–	–	0.68%	38
2023 Q4	$1.11M	Buy	4,407 +1	+0%	+$252	0.7%	40
2023 Q3	$988K	Hold	4,406	–	–	0.72%	40
2023 Q2	$1.07M	Sell	4,406 -300	-6%	-$72.8K	0.76%	36
2023 Q1	$1.07M	Hold	4,706	–	–	0.82%	33
2022 Q4	$1.01M	Buy	4,706 +1	+0%	+$215	0.86%	36
2022 Q3	$972K	Hold	4,705	–	–	0.87%	34
2022 Q2	$971K	Hold	4,705	–	–	0.78%	36
2022 Q1	$1.2M	Hold	4,705	–	–	0.77%	35
2021 Q4	$1.38M	Hold	4,705	–	–	0.71%	40
2021 Q3	$1.38M	Hold	4,705	–	–	0.74%	41
2021 Q2	$1.47M	Hold	4,705	–	–	0.78%	36
2021 Q1	$1.42M	Hold	4,705	–	–	0.85%	32
2020 Q4	$1.35M	Hold	4,705	–	–	0.84%	33
2020 Q3	$1.04M	Sell	4,705 -425	-8%	-$94.1K	0.78%	40
2020 Q2	$1.06M	Hold	5,130	–	–	0.89%	32
2020 Q1	$811K	Hold	5,130	–	–	0.82%	39
2019 Q4	$1.1M	Hold	5,130	–	–	0.84%	42
2019 Q3	$989K	Hold	5,130	–	–	0.82%	44
2019 Q2	$1.03M	Hold	5,130	–	–	0.85%	39
2019 Q1	$1.01M	Hold	5,130	–	–	0.87%	39
2018 Q4	$862K	Hold	5,130	–	–	0.86%	42
2018 Q3	$1.1M	Hold	5,130	–	–	0.91%	35
2018 Q2	$1.05M	Hold	5,130	–	–	0.92%	35
2018 Q1	$978K	Hold	5,130	–	–	0.91%	38
2017 Q4	$958K	Buy	+5,130	New	+$958K	0.94%	34
2013 Q3	$664K	Buy	5,275 +35	+0.7%	+$4.41K	0.86%	37
2013 Q2	$584K	Buy	+5,240	New	+$584K	0.83%	40