AFT Forsyth & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
7,995
+2
| +0% | +$277 | 0.57% | 38 |
|
|
2025
Q1 | $939K | Hold |
7,993
| – | – | 0.51% | 44 |
|
|
2024
Q4 | $1.01M | Buy |
7,993
+1
| +0% | +$127 | 0.5% | 44 |
|
|
2024
Q3 | $937K | Buy |
7,992
+2
| +0% | +$235 | 0.46% | 48 |
|
|
2024
Q2 | $882K | Buy |
7,990
+1
| +0% | +$110 | 0.43% | 51 |
|
|
2024
Q1 | $912K | Buy |
7,989
+21
| +0.3% | +$2.4K | 0.52% | 48 |
|
|
2023
Q4 | $832K | Buy |
7,968
+3
| +0% | +$313 | 0.52% | 49 |
|
|
2023
Q3 | $728K | Hold |
7,965
| – | – | 0.53% | 54 |
|
|
2023
Q2 | $770K | Buy |
7,965
+1
| +0% | +$97 | 0.55% | 53 |
|
|
2023
Q1 | $725K | Buy |
7,964
+2
| +0% | +$182 | 0.56% | 54 |
|
|
2022
Q4 | $666K | Sell |
7,962
-1,455
| -15% | -$122K | 0.57% | 55 |
|
|
2022
Q3 | $739K | Hold |
9,417
| – | – | 0.66% | 45 |
|
|
2022
Q2 | $746K | Sell |
9,417
-124
| -1% | -$9.82K | 0.6% | 49 |
|
|
2022
Q1 | $959K | Buy |
9,541
+2
| +0% | +$201 | 0.61% | 46 |
|
|
2021
Q4 | $1.1M | Buy |
9,539
+2
| +0% | +$230 | 0.56% | 54 |
|
|
2021
Q3 | $1.07M | Sell |
9,537
-300
| -3% | -$33.6K | 0.57% | 58 |
|
|
2021
Q2 | $1.11M | Hold |
9,837
| – | – | 0.59% | 52 |
|
|
2021
Q1 | $1M | Hold |
9,837
| – | – | 0.6% | 52 |
|
|
2020
Q4 | $1.01M | Buy |
9,837
+1
| +0% | +$103 | 0.63% | 50 |
|
|
2020
Q3 | $850K | Buy |
9,836
+100
| +1% | +$8.64K | 0.63% | 56 |
|
|
2020
Q2 | $770K | Buy |
9,736
+2
| +0% | +$158 | 0.65% | 49 |
|
|
2020
Q1 | $592K | Sell |
9,734
-1,014
| -9% | -$61.6K | 0.6% | 55 |
|
|
2019
Q4 | $820K | Buy |
10,748
+2
| +0% | +$153 | 0.63% | 55 |
|
|
2019
Q3 | $759K | Hold |
10,746
| – | – | 0.63% | 59 |
|
|
2019
Q2 | $766K | Buy |
10,746
+1,016
| +10% | +$72.4K | 0.63% | 59 |
|
|
2019
Q1 | $660K | Buy |
9,730
+350
| +4% | +$23.7K | 0.57% | 63 |
|
|
2018
Q4 | $533K | Hold |
9,380
| – | – | 0.53% | 68 |
|
|
2018
Q3 | $636K | Hold |
9,380
| – | – | 0.53% | 64 |
|
|
2018
Q2 | $594K | Hold |
9,380
| – | – | 0.52% | 71 |
|
|
2018
Q1 | $577K | Hold |
9,380
| – | – | 0.54% | 65 |
|
|
2017
Q4 | $566K | Buy |
+9,380
| New | +$566K | 0.55% | 63 |
|
|
2013
Q3 | $667K | Buy |
17,050
+80
| +0.5% | +$3.13K | 0.87% | 36 |
|
|
2013
Q2 | $609K | Buy |
+16,970
| New | +$609K | 0.87% | 36 |
|