AAS
Avantax Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130M | Buy |
305,748
+10,160
| +3% | +$4.31M | 0.71% | 16 |
|
|
2025
Q1 | $107M | Buy |
295,588
+32,244
| +12% | +$11.6M | 0.65% | 21 |
|
|
2024
Q4 | $106M | Buy |
263,344
+39,925
| +18% | +$16M | 0.66% | 19 |
|
|
2024
Q3 | $83.9M | Buy |
223,419
+15,038
| +7% | +$5.64M | 0.55% | 24 |
|
|
2024
Q2 | $76M | Buy |
208,381
+70,297
| +51% | +$25.6M | 0.54% | 23 |
|
|
2024
Q1 | $46.5M | Buy |
138,084
+74,001
| +115% | +$24.9M | 0.41% | 27 |
|
|
2023
Q4 | $19.4M | Buy |
64,083
+7,096
| +12% | +$2.15M | 0.19% | 87 |
|
|
2023
Q3 | $15.2M | Buy |
56,987
+3,157
| +6% | +$840K | 0.17% | 101 |
|
|
2023
Q2 | $14.8M | Buy |
53,830
+8,565
| +19% | +$2.36M | 0.17% | 101 |
|
|
2023
Q1 | $11.1M | Sell |
45,265
-32,070
| -41% | -$7.84M | 0.14% | 128 |
|
|
2022
Q4 | $16.6M | Buy |
77,335
+36,441
| +89% | +$7.81M | 0.22% | 74 |
|
|
2022
Q3 | $8.6M | Buy |
40,894
+1,659
| +4% | +$349K | 0.13% | 122 |
|
|
2022
Q2 | $8.58M | Buy |
39,235
+11,832
| +43% | +$2.59M | 0.13% | 129 |
|
|
2022
Q1 | $7.61M | Buy |
27,403
+1,593
| +6% | +$442K | 0.1% | 140 |
|
|
2021
Q4 | $7.89M | Buy |
25,810
+1,632
| +7% | +$499K | 0.12% | 137 |
|
|
2021
Q3 | $6.62M | Buy |
24,178
+75
| +0.3% | +$20.5K | 0.11% | 141 |
|
|
2021
Q2 | $6.55M | Buy |
24,103
+392
| +2% | +$106K | 0.12% | 138 |
|
|
2021
Q1 | $5.77M | Sell |
23,711
-2,064
| -8% | -$502K | 0.12% | 133 |
|
|
2020
Q4 | $6.22M | Sell |
25,775
-49,312
| -66% | -$11.9M | 0.15% | 111 |
|
|
2020
Q3 | $16.3M | Buy |
75,087
+43,115
| +135% | +$9.35M | 0.26% | 72 |
|
|
2020
Q2 | $6.13M | Sell |
31,972
-26,425
| -45% | -$5.07M | 0.18% | 93 |
|
|
2020
Q1 | $8.8M | Buy |
58,397
+32,746
| +128% | +$4.93M | 0.26% | 61 |
|
|
2019
Q4 | $4.52M | Buy |
25,651
+16,430
| +178% | +$2.89M | 0.1% | 124 |
|
|
2019
Q3 | $1.47M | Buy |
9,221
+225
| +3% | +$35.9K | 0.06% | 162 |
|
|
2019
Q2 | $1.42M | Buy |
8,996
+5,209
| +138% | +$819K | 0.06% | 151 |
|
|
2019
Q1 | $573K | Buy |
3,787
+728
| +24% | +$110K | 0.03% | 254 |
|
|
2018
Q4 | $401K | Buy |
+3,059
| New | +$401K | 0.07% | 255 |
|