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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.39M | Sell |
34,819
-196
| -0.6% | -$19.6K | 1.59% | 14 |
|
|
2025
Q4 | $3.37M | Buy |
35,015
+8
| +0% | +$769 | 1.45% | 14 |
|
|
2025
Q3 | $3.38M | Buy |
35,007
+6
| +0% | +$569 | 1.62% | 13 |
|
|
2025
Q2 | $3.22M | Buy |
35,001
+5
| +0% | +$432 | 1.65% | 13 |
|
|
2025
Q1 | $2.98M | Sell |
34,996
-204
| -0.6% | -$18.2K | 1.6% | 13 |
|
|
2024
Q4 | $3.11M | Buy |
35,200
+7
| +0% | +$635 | 1.53% | 15 |
|
|
2024
Q3 | $3.1M | Buy |
35,193
+8
| +0% | +$674 | 1.53% | 13 |
|
|
2024
Q2 | $2.85M | Buy |
35,185
+1,006
| +3% | +$81.9K | 1.4% | 14 |
|
|
2024
Q1 | $2.87M | Sell |
34,179
-995
| -3% | -$78.8K | 1.64% | 12 |
|
|
2023
Q4 | $2.73M | Buy |
35,174
+2,717
| +8% | +$193K | 1.72% | 13 |
|
|
2023
Q3 | $2.25M | Hold |
32,457
| – | – | 1.65% | 13 |
|
|
2023
Q2 | $2.37M | Buy |
32,457
+2,705
| +9% | +$188K | 1.68% | 12 |
|
|
2023
Q1 | $2.08M | Sell |
29,752
-143
| -0.5% | -$10.1K | 1.61% | 12 |
|
|
2022
Q4 | $2.02M | Buy |
29,895
+21
| +0.1% | +$1.42K | 1.72% | 12 |
|
|
2022
Q3 | $1.86M | Hold |
29,874
| – | – | 1.66% | 12 |
|
|
2022
Q2 | $1.93M | Buy |
29,874
+6
| +0% | +$427 | 1.56% | 14 |
|
|
2022
Q1 | $2.33M | Buy |
29,868
+6
| +0% | +$462 | 1.48% | 13 |
|
|
2021
Q4 | $2.48M | Buy |
29,862
+2
| +0% | +$164 | 1.27% | 16 |
|
|
2021
Q3 | $2.34M | Hold |
29,860
| – | – | 1.26% | 16 |
|
|
2021
Q2 | $2.37M | Hold |
29,860
| – | – | 1.26% | 16 |
|
|
2021
Q1 | $2.21M | Hold |
29,860
| – | – | 1.32% | 15 |
|
|
2020
Q4 | $2.05M | Sell |
29,860
-1,060
| -3% | -$67.5K | 1.28% | 16 |
|
|
2020
Q3 | $1.77M | Sell |
30,920
-850
| -3% | -$48.4K | 1.32% | 18 |
|
|
2020
Q2 | $1.7M | Sell |
31,770
-850
| -3% | -$42.6K | 1.44% | 15 |
|
|
2020
Q1 | $1.41M | Hold |
32,620
| – | – | 1.42% | 17 |
|
|
2019
Q4 | $1.95M | Hold |
32,620
| – | – | 1.48% | 15 |
|
|
2019
Q3 | $1.82M | Hold |
32,620
| – | – | 1.51% | 17 |
|
|
2019
Q2 | $1.82M | Hold |
32,620
| – | – | 1.5% | 15 |
|
|
2019
Q1 | $1.76M | Hold |
32,620
| – | – | 1.52% | 16 |
|
|
2018
Q4 | $1.52M | Sell |
32,620
-2,000
| -6% | -$101K | 1.51% | 15 |
|
|
2018
Q3 | $1.91M | Hold |
34,620
| – | – | 1.58% | 12 |
|
|
2018
Q2 | $1.84M | Buy |
34,620
+80
| +0.2% | +$4.21K | 1.61% | 11 |
|
|
2018
Q1 | $1.78M | Sell |
34,540
-1,592
| -4% | -$83.9K | 1.66% | 12 |
|
|
2017
Q4 | $1.88M | Buy |
+36,132
| New | +$1.83M | 1.84% | 11 |
|
|
2013
Q3 | $1.22M | Buy |
35,072
+840
| +2% | +$28.7K | 1.58% | 9 |
|
|
2013
Q2 | $1.11M | Buy |
+34,232
| New | +$1.11M | 1.59% | 9 |
|
Other funds holding IWR
AFT Forsyth & Company's IWR Position: Q1 2026 in Review
AFT Forsyth & Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.56% in Q1 2026, selling an estimated $19.6K and leaving 34,819 shares worth $3.39M. The position accounts for 1.59% of the portfolio, ranked #14.
AFT Forsyth & Company first reported a position in IWR in Q2 2013 and has held it in 36 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- AFT Forsyth & Company held 34,819 shares of iShares Russell Mid-Cap ETF worth $3.39M as of Q1 2026.
- AFT Forsyth & Company sold 196 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $19.6K.
- iShares Russell Mid-Cap ETF made up 1.59% of AFT Forsyth & Company's portfolio in Q1 2026, its #14 holding.
- AFT Forsyth & Company first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 36 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.