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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Hold |
7,997
| – | – | 0.48% | 49 |
|
|
2025
Q4 | $1.1M | Buy |
7,997
+2
| +0% | +$280 | 0.47% | 46 |
|
|
2025
Q3 | $1.14M | Hold |
7,995
| – | – | 0.55% | 40 |
|
|
2025
Q2 | $1.11M | Buy |
7,995
+2
| +0% | +$253 | 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% | +$224 | 0.46% | 48 |
|
|
2024
Q2 | $882K | Buy |
7,990
+1
| +0% | +$110 | 0.43% | 51 |
|
|
2024
Q1 | $912K | Buy |
7,989
+21
| +0.3% | +$2.27K | 0.52% | 48 |
|
|
2023
Q4 | $832K | Buy |
7,968
+3
| +0% | +$284 | 0.52% | 49 |
|
|
2023
Q3 | $728K | Hold |
7,965
| – | – | 0.53% | 54 |
|
|
2023
Q2 | $770K | Buy |
7,965
+1
| +0% | +$91 | 0.55% | 53 |
|
|
2023
Q1 | $725K | Buy |
7,964
+2
| +0% | +$178 | 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% | -$10.8K | 0.6% | 49 |
|
|
2022
Q1 | $959K | Buy |
9,541
+2
| +0% | +$199 | 0.61% | 46 |
|
|
2021
Q4 | $1.1M | Buy |
9,539
+2
| +0% | +$233 | 0.56% | 54 |
|
|
2021
Q3 | $1.07M | Sell |
9,537
-300
| -3% | -$34.5K | 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% | +$95 | 0.63% | 50 |
|
|
2020
Q3 | $850K | Buy |
9,836
+100
| +1% | +$8.44K | 0.63% | 56 |
|
|
2020
Q2 | $770K | Buy |
9,736
+2
| +0% | +$145 | 0.65% | 49 |
|
|
2020
Q1 | $592K | Sell |
9,734
-1,014
| -9% | -$73.9K | 0.6% | 55 |
|
|
2019
Q4 | $820K | Buy |
10,748
+2
| +0% | +$147 | 0.63% | 55 |
|
|
2019
Q3 | $759K | Hold |
10,746
| – | – | 0.63% | 59 |
|
|
2019
Q2 | $766K | Buy |
10,746
+1,016
| +10% | +$70.7K | 0.63% | 59 |
|
|
2019
Q1 | $660K | Buy |
9,730
+350
| +4% | +$22.5K | 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 | +$551K | 0.55% | 63 |
|
|
2013
Q3 | $667K | Buy |
17,050
+80
| +0.5% | +$3.05K | 0.87% | 36 |
|
|
2013
Q2 | $609K | Buy |
+16,970
| New | +$607K | 0.87% | 36 |
|
Other funds holding IWP
FCAS
AFT Forsyth & Company's IWP Position: Q1 2026 in Review
AFT Forsyth & Company held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 7,997 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #49.
AFT Forsyth & Company first reported a position in IWP in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.14M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- AFT Forsyth & Company held 7,997 shares of iShares Russell Mid-Cap Growth ETF worth $1.02M as of Q1 2026.
- AFT Forsyth & Company left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap Growth ETF made up 0.48% of AFT Forsyth & Company's portfolio in Q1 2026, its #49 holding.
- AFT Forsyth & Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's iShares Russell Mid-Cap Growth ETF position peaked at $1.14M in Q3 2025.
- 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.