AFT Forsyth & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $2.85M | Buy |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.25M | Hold |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.86M | Hold |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $2.34M | Hold |
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|
2021
Q2 | $2.37M | Hold |
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|
2021
Q1 | $2.21M | Hold |
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|
2020
Q4 | $2.05M | Sell |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.41M | Hold |
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|
2019
Q4 | $1.95M | Hold |
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|
2019
Q3 | $1.82M | Hold |
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|
2019
Q2 | $1.82M | Hold |
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|
2019
Q1 | $1.76M | Hold |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $1.91M | Hold |
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|
2018
Q2 | $1.84M | Buy |
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|
2018
Q1 | $1.78M | Sell |
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|
2017
Q4 | $1.88M | Buy |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $1.11M | Buy |
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