AFC
AFT Forsyth & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
35,001
+5
| +0% | +$460 | 1.65% | 13 |
|
|
2025
Q1 | $2.98M | Sell |
34,996
-204
| -0.6% | -$17.4K | 1.6% | 13 |
|
|
2024
Q4 | $3.11M | Buy |
35,200
+7
| +0% | +$619 | 1.53% | 15 |
|
|
2024
Q3 | $3.1M | Buy |
35,193
+8
| +0% | +$705 | 1.53% | 13 |
|
|
2024
Q2 | $2.85M | Buy |
35,185
+1,006
| +3% | +$81.6K | 1.4% | 14 |
|
|
2024
Q1 | $2.87M | Sell |
34,179
-995
| -3% | -$83.7K | 1.64% | 12 |
|
|
2023
Q4 | $2.73M | Buy |
35,174
+2,717
| +8% | +$211K | 1.72% | 13 |
|
|
2023
Q3 | $2.25M | Hold |
32,457
| – | – | 1.65% | 13 |
|
|
2023
Q2 | $2.37M | Buy |
32,457
+2,705
| +9% | +$198K | 1.68% | 12 |
|
|
2023
Q1 | $2.08M | Sell |
29,752
-143
| -0.5% | -$10K | 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% | +$388 | 1.56% | 14 |
|
|
2022
Q1 | $2.33M | Buy |
29,868
+6
| +0% | +$468 | 1.48% | 13 |
|
|
2021
Q4 | $2.48M | Buy |
29,862
+2
| +0% | +$166 | 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% | -$72.7K | 1.28% | 16 |
|
|
2020
Q3 | $1.77M | Sell |
30,920
-850
| -3% | -$48.8K | 1.32% | 18 |
|
|
2020
Q2 | $1.7M | Sell |
31,770
-850
| -3% | -$45.6K | 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 | $1.83M | 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 | Buy |
32,620
+23,965
| +277% | +$1.11M | 1.51% | 15 |
|
|
2018
Q3 | $1.91M | Hold |
8,655
| – | – | 1.58% | 12 |
|
|
2018
Q2 | $1.84M | Buy |
8,655
+20
| +0.2% | +$4.24K | 1.61% | 11 |
|
|
2018
Q1 | $1.78M | Sell |
8,635
-398
| -4% | -$82.2K | 1.66% | 12 |
|
|
2017
Q4 | $1.88M | Buy |
+9,033
| New | +$1.88M | 1.84% | 11 |
|
|
2013
Q3 | $1.22M | Buy |
8,768
+210
| +2% | +$29.2K | 1.58% | 9 |
|
|
2013
Q2 | $1.11M | Buy |
+8,558
| New | +$1.11M | 1.59% | 9 |
|