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

AFT Forsyth & Company’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	4,382 -26	-0.6%	-$8.65K	0.65%	35
2025 Q4	$1.42M	Hold	4,408	–	–	0.61%	40
2025 Q3	$1.41M	Hold	4,408	–	–	0.68%	33
2025 Q2	$1.26M	Hold	4,408	–	–	0.65%	34
2025 Q1	$1.13M	Buy	4,408 +1	+0%	+$282	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%	+$225	0.7%	40
2023 Q3	$988K	Hold	4,406	–	–	0.72%	40
2023 Q2	$1.07M	Sell	4,406 -300	-6%	-$68.8K	0.76%	36
2023 Q1	$1.07M	Hold	4,706	–	–	0.82%	33
2022 Q4	$1.01M	Buy	4,706 +1	+0%	+$219	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%	-$93K	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	+$936K	0.94%	34
2013 Q3	$664K	Buy	5,275 +35	+0.7%	+$4.22K	0.86%	37
2013 Q2	$584K	Buy	+5,240	New	+$572K	0.83%	40

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

AFT Forsyth & Company's IWO Position: Q1 2026 in Review

AFT Forsyth & Company reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.59% in Q1 2026, selling an estimated $8.65K and leaving 4,382 shares worth $1.38M. The position accounts for 0.65% of the portfolio, ranked #35.

AFT Forsyth & Company first reported a position in IWO in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.47M in Q2 2021. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

AFT Forsyth & Company held 4,382 shares of iShares Russell 2000 Growth ETF worth $1.38M as of Q1 2026.
AFT Forsyth & Company sold 26 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.65K.
iShares Russell 2000 Growth ETF made up 0.65% of AFT Forsyth & Company's portfolio in Q1 2026, its #35 holding.
AFT Forsyth & Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 36 quarters since.
AFT Forsyth & Company's iShares Russell 2000 Growth ETF position peaked at $1.47M in Q2 2021.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.