Aft, Forsyth & Company, Inc. Ishares Russell Mid Cap ETF Transaction History

Aft, Forsyth & Company, Inc.

$192 Million
Q2 2025

A detailed history of Aft, Forsyth & Company, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 35,001 shares of IWR stock, worth $3.4 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

35,001

Previous 34,996 0.01%

Holding current value

$3.4 Million

Previous $2.98 Million 8.13%

% of portfolio

1.67%

Previous 1.63%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$74.88 - $91.97 $374 - $459	5 Added 0.01%	35,001 $3.22 Million
Q1 2025 May 12, 2025	SELL	$82.81 - $92.93 $16,893 - $18,957	-204 Reduced 0.58%	34,996 $2.98 Million
Q4 2024 Jan 29, 2025	BUY	$87.25 - $95.52 $610 - $668	7 Added 0.02%	35,200 $3.11 Million
Q3 2024 Nov 13, 2024	BUY	$79.92 - $88.19 $639 - $705	8 Added 0.02%	35,193 $3.1 Million
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $79,131 - $84,091	1,006 Added 2.94%	35,185 $2.85 Million
Q1 2024 Apr 30, 2024	SELL	$75.37 - $84.09 $74,993 - $83,669	-995 Reduced 2.83%	34,179 $2.87 Million
Q4 2023 Feb 09, 2024	BUY	$64.84 - $78.27 $176,170 - $212,659	2,717 Added 8.37%	35,174 $2.73 Million
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $182,560 - $197,546	2,705 Added 9.09%	32,457 $2.37 Million
Q1 2023 May 02, 2023	SELL	$66.27 - $75.04 $9,476 - $10,730	-143 Reduced 0.48%	29,752 $2.08 Million
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $1,303 - $1,509	21 Added 0.07%	29,895 $2.02 Million
Q2 2022 Jul 28, 2022	BUY	$62.75 - $78.76 $376 - $472	6 Added 0.02%	29,874 $1.93 Million
Q1 2022 May 10, 2022	BUY	$72.29 - $82.89 $433 - $497	6 Added 0.02%	29,868 $2.33 Million
Q4 2021 Feb 07, 2022	BUY	$78.41 - $85.28 $156 - $170	2 Added 0.01%	29,862 $2.48 Million
Q4 2020 Feb 09, 2021	SELL	$57.75 - $68.61 $61,215 - $72,726	-1,060 Reduced 3.43%	29,860 $2.05 Million
Q3 2020 Nov 05, 2020	SELL	$53.47 - $60.19 $45,449 - $51,161	-850 Reduced 2.68%	30,920 $1.77 Million
Q2 2020 Aug 06, 2020	SELL	$40.64 - $57.63 $34,544 - $48,985	-850 Reduced 2.61%	31,770 $1.7 Million
Q4 2018 Feb 05, 2019	BUY	$43.7 - $54.95 $1.05 Million - $1.32 Million	23,965 Added 276.89%	32,620 $1.52 Million
Q2 2018 Aug 14, 2018	BUY	$50.43 - $54.42 $1,008 - $1,088	20 Added 0.23%	8,655 $1.84 Million
Q1 2018 May 14, 2018	SELL	$49.67 - $55.0 $19,768 - $21,890	-398 Reduced 4.41%	8,635 $1.78 Million
Q4 2017 Feb 12, 2018	BUY	$49.53 - $52.32 $447,404 - $472,606	9,033	9,033 $1.88 Million

Others Institutions Holding IWR

# of Institutions

1,611

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

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.

Account

Aft, Forsyth & Company, Inc. Ishares Russell Mid Cap ETF Transaction History