AFT Forsyth & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Hold |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $939K | Hold |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $912K | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $728K | Hold |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $725K | Buy |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $739K | Hold |
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|
2022
Q2 | $746K | Sell |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $850K | Buy |
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|
2020
Q2 | $770K | Buy |
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|
2020
Q1 | $592K | Sell |
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|
2019
Q4 | $820K | Buy |
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|
2019
Q3 | $759K | Hold |
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|
2019
Q2 | $766K | Buy |
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|
2019
Q1 | $660K | Buy |
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|
2018
Q4 | $533K | Hold |
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|
2018
Q3 | $636K | Hold |
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|
2018
Q2 | $594K | Hold |
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|
2018
Q1 | $577K | Hold |
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|
2017
Q4 | $566K | Buy |
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|
2013
Q3 | $667K | Buy |
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|
2013
Q2 | $609K | Buy |
|