AFT Forsyth & Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $447K | Hold |
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|
2019
Q2 | $444K | Buy |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $292K | Hold |
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|
2018
Q3 | $346K | Hold |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $341K | Buy |
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|
2013
Q3 | $503K | Hold |
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|
2013
Q2 | $478K | Buy |
|