AAS
Avantax Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
48,825
-1,002
| -2% | -$340K | 0.09% | 172 |
|
|
2025
Q1 | $15.3M | Buy |
49,827
+17,480
| +54% | +$5.36M | 0.09% | 165 |
|
|
2024
Q4 | $10.4M | Buy |
32,347
+1,761
| +6% | +$567K | 0.07% | 216 |
|
|
2024
Q3 | $9.62M | Sell |
30,586
-3,781
| -11% | -$1.19M | 0.06% | 223 |
|
|
2024
Q2 | $10.2M | Buy |
34,367
+15,865
| +86% | +$4.72M | 0.07% | 200 |
|
|
2024
Q1 | $5.33M | Sell |
18,502
-4,241
| -19% | -$1.22M | 0.05% | 296 |
|
|
2023
Q4 | $5.96M | Buy |
22,743
+1,686
| +8% | +$442K | 0.06% | 244 |
|
|
2023
Q3 | $4.95M | Buy |
21,057
+1,534
| +8% | +$360K | 0.06% | 258 |
|
|
2023
Q2 | $4.76M | Sell |
19,523
-2,660
| -12% | -$648K | 0.05% | 265 |
|
|
2023
Q1 | $5M | Sell |
22,183
-33,243
| -60% | -$7.49M | 0.06% | 245 |
|
|
2022
Q4 | $11.7M | Sell |
55,426
-9,338
| -14% | -$1.97M | 0.16% | 111 |
|
|
2022
Q3 | $12.8M | Sell |
64,764
-933
| -1% | -$184K | 0.2% | 80 |
|
|
2022
Q2 | $13.6M | Buy |
65,697
+5,081
| +8% | +$1.06M | 0.21% | 81 |
|
|
2022
Q1 | $15.2M | Buy |
60,616
+6,615
| +12% | +$1.65M | 0.21% | 74 |
|
|
2021
Q4 | $14.3M | Buy |
54,001
+2,712
| +5% | +$717K | 0.22% | 76 |
|
|
2021
Q3 | $12.4M | Buy |
51,289
+3,117
| +6% | +$754K | 0.21% | 76 |
|
|
2021
Q2 | $11.7M | Buy |
48,172
+4,928
| +11% | +$1.19M | 0.21% | 80 |
|
|
2021
Q1 | $9.69M | Buy |
43,244
+34,745
| +409% | +$7.79M | 0.21% | 81 |
|
|
2020
Q4 | $1.8M | Sell |
8,499
-29,045
| -77% | -$6.15M | 0.04% | 288 |
|
|
2020
Q3 | $7.03M | Buy |
37,544
+20,462
| +120% | +$3.83M | 0.11% | 152 |
|
|
2020
Q2 | $2.93M | Sell |
17,082
-22,578
| -57% | -$3.87M | 0.08% | 168 |
|
|
2020
Q1 | $5.61M | Buy |
39,660
+18,628
| +89% | +$2.64M | 0.17% | 92 |
|
|
2019
Q4 | $3.75M | Buy |
21,032
+19,313
| +1,124% | +$3.45M | 0.09% | 141 |
|
|
2019
Q3 | $283K | Sell |
1,719
-21
| -1% | -$3.46K | 0.01% | 449 |
|
|
2019
Q2 | $283K | Buy |
1,740
+3
| +0.2% | +$488 | 0.01% | 410 |
|
|
2019
Q1 | $273K | Buy |
+1,737
| New | +$273K | 0.01% | 380 |
|