A detailed history of Aft, Forsyth & Company, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 4,069 shares of IWN stock, worth $719,399. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,069
Previous 4,069 -0.0%
Holding current value
$719,399
Previous $646,000 4.18%
% of portfolio
0.32%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$145.61 - $158.81 $145 - $158
1 Added 0.02%
4,069 $646,000
Q4 2023

Feb 09, 2024

SELL
$125.51 - $158.2 $6,275 - $7,909
-50 Reduced 1.21%
4,068 $631,000
Q2 2023

Aug 14, 2023

BUY
$128.93 - $142.33 $128 - $142
1 Added 0.02%
4,118 $579,000
Q4 2022

Feb 13, 2023

BUY
$131.32 - $149.64 $131 - $149
1 Added 0.02%
4,117 $570,000
Q4 2021

Feb 07, 2022

BUY
$157.31 - $176.88 $157 - $176
1 Added 0.02%
4,116 $683,000
Q3 2021

Nov 08, 2021

SELL
$152.99 - $167.43 $7,649 - $8,371
-50 Reduced 1.2%
4,115 $659,000
Q2 2021

Jul 15, 2021

SELL
$156.91 - $173.97 $7,845 - $8,698
-50 Reduced 1.19%
4,165 $690,000
Q4 2020

Feb 09, 2021

SELL
$100.9 - $132.3 $7,567 - $9,922
-75 Reduced 1.75%
4,215 $555,000
Q3 2020

Nov 05, 2020

SELL
$91.58 - $108.28 $31,595 - $37,356
-345 Reduced 7.44%
4,290 $426,000
Q1 2020

May 11, 2020

SELL
$71.79 - $129.5 $58,293 - $105,154
-812 Reduced 14.91%
4,635 $380,000
Q2 2019

Jul 29, 2019

BUY
$114.14 - $126.06 $92,681 - $102,360
812 Added 17.52%
5,447 $656,000
Q4 2017

Feb 12, 2018

BUY
$121.05 - $128.04 $561,066 - $593,465
4,635
4,635 $583,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Aft, Forsyth & Company, Inc. Portfolio

Follow Aft, Forsyth & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aft, Forsyth & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aft, Forsyth & Company, Inc. with notifications on news.