AFC
AFT Forsyth & Company’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
16,501
-15
| -0.1% | -$1.82K | 1.02% | 23 |
|
|
2025
Q1 | $1.86M | Buy |
16,516
+3
| +0% | +$339 | 1% | 23 |
|
|
2024
Q4 | $1.83M | Sell |
16,513
-559
| -3% | -$61.8K | 0.9% | 28 |
|
|
2024
Q3 | $1.77M | Sell |
17,072
-62
| -0.4% | -$6.44K | 0.87% | 30 |
|
|
2024
Q2 | $1.62M | Buy |
17,134
+104
| +0.6% | +$9.84K | 0.79% | 31 |
|
|
2024
Q1 | $1.63M | Sell |
17,030
-55
| -0.3% | -$5.26K | 0.93% | 28 |
|
|
2023
Q4 | $1.46M | Sell |
17,085
-1,686
| -9% | -$144K | 0.92% | 31 |
|
|
2023
Q3 | $1.4M | Sell |
18,771
-165
| -0.9% | -$12.3K | 1.03% | 26 |
|
|
2023
Q2 | $1.41M | Sell |
18,936
-230
| -1% | -$17.2K | 1% | 29 |
|
|
2023
Q1 | $1.36M | Buy |
19,166
+75
| +0.4% | +$5.34K | 1.05% | 26 |
|
|
2022
Q4 | $1.44M | Buy |
19,091
+74
| +0.4% | +$5.59K | 1.23% | 22 |
|
|
2022
Q3 | $1.29M | Sell |
19,017
-166
| -0.9% | -$11.2K | 1.15% | 24 |
|
|
2022
Q2 | $1.34M | Sell |
19,183
-151
| -0.8% | -$10.6K | 1.08% | 26 |
|
|
2022
Q1 | $1.63M | Buy |
19,334
+912
| +5% | +$77.1K | 1.04% | 26 |
|
|
2021
Q4 | $1.6M | Buy |
18,422
+1,321
| +8% | +$115K | 0.82% | 34 |
|
|
2021
Q3 | $1.41M | Buy |
17,101
+427
| +3% | +$35.3K | 0.76% | 38 |
|
|
2021
Q2 | $1.35M | Buy |
16,674
+582
| +4% | +$47.2K | 0.72% | 40 |
|
|
2021
Q1 | $1.21M | Buy |
16,092
+650
| +4% | +$48.7K | 0.72% | 39 |
|
|
2020
Q4 | $1.03M | Buy |
15,442
+7,866
| +104% | +$525K | 0.64% | 47 |
|
|
2020
Q3 | $860K | Sell |
7,576
-400
| -5% | -$45.4K | 0.64% | 52 |
|
|
2020
Q2 | $878K | Buy |
7,976
+1
| +0% | +$110 | 0.74% | 46 |
|
|
2020
Q1 | $776K | Sell |
7,975
-530
| -6% | -$51.6K | 0.78% | 41 |
|
|
2019
Q4 | $1.17M | Buy |
8,505
+237
| +3% | +$32.7K | 0.89% | 36 |
|
|
2019
Q3 | $1.06M | Buy |
8,268
+144
| +2% | +$18.5K | 0.88% | 38 |
|
|
2019
Q2 | $1.02M | Buy |
8,124
+211
| +3% | +$26.5K | 0.84% | 40 |
|
|
2019
Q1 | $935K | Buy |
7,913
+166
| +2% | +$19.6K | 0.81% | 44 |
|
|
2018
Q4 | $824K | Sell |
7,747
-85
| -1% | -$9.04K | 0.82% | 47 |
|
|
2018
Q3 | $951K | Buy |
7,832
+315
| +4% | +$38.2K | 0.79% | 46 |
|
|
2018
Q2 | $881K | Sell |
7,517
-35
| -0.5% | -$4.1K | 0.77% | 45 |
|
|
2018
Q1 | $890K | Buy |
7,552
+90
| +1% | +$10.6K | 0.83% | 40 |
|
|
2017
Q4 | $891K | Buy |
+7,462
| New | +$891K | 0.87% | 35 |
|
|
2013
Q3 | $36K | Buy |
490
+390
| +390% | +$28.7K | 0.05% | 193 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | 0.01% | 264 |
|