Avantax Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$130M	Buy	1,222,992 +40,640	+3%	+$3.89M	0.71%	16
2025 Q1	$107M	Buy	1,182,352 +128,976	+12%	+$12.7M	0.65%	21
2024 Q4	$106M	Buy	1,053,376 +159,700	+18%	+$15.7M	0.66%	19
2024 Q3	$83.9M	Buy	893,676 +60,152	+7%	+$5.45M	0.55%	24
2024 Q2	$76M	Buy	833,524 +281,188	+51%	+$24M	0.54%	23
2024 Q1	$46.5M	Buy	552,336 +296,004	+115%	+$23.8M	0.41%	27
2023 Q4	$19.4M	Buy	256,332 +28,384	+12%	+$2.01M	0.19%	87
2023 Q3	$15.2M	Buy	227,948 +12,628	+6%	+$872K	0.17%	101
2023 Q2	$14.8M	Buy	215,320 +34,260	+19%	+$2.18M	0.17%	101
2023 Q1	$11.1M	Sell	181,060 -128,280	-41%	-$7.39M	0.14%	128
2022 Q4	$16.6M	Buy	309,340 +145,764	+89%	+$8.02M	0.22%	74
2022 Q3	$8.6M	Buy	163,576 +6,636	+4%	+$390K	0.13%	122
2022 Q2	$8.58M	Buy	156,940 +47,328	+43%	+$2.84M	0.13%	129
2022 Q1	$7.61M	Buy	109,612 +6,372	+6%	+$435K	0.1%	140
2021 Q4	$7.89M	Buy	103,240 +6,528	+7%	+$484K	0.12%	137
2021 Q3	$6.62M	Buy	96,712 +300	+0.3%	+$21.2K	0.11%	141
2021 Q2	$6.55M	Buy	96,412 +1,568	+2%	+$101K	0.12%	138
2021 Q1	$5.77M	Sell	94,844 -8,256	-8%	-$502K	0.12%	133
2020 Q4	$6.21M	Sell	103,100 -197,248	-66%	-$11.2M	0.15%	111
2020 Q3	$16.3M	Buy	300,348 +172,460	+135%	+$9.09M	0.26%	72
2020 Q2	$6.13M	Sell	127,888 -105,700	-45%	-$4.66M	0.18%	93
2020 Q1	$8.8M	Buy	233,588 +130,984	+128%	+$5.64M	0.26%	61
2019 Q4	$4.52M	Buy	102,604 +65,720	+178%	+$2.74M	0.1%	124
2019 Q3	$1.47M	Buy	36,884 +900	+3%	+$36.1K	0.06%	162
2019 Q2	$1.42M	Buy	35,984 +20,836	+138%	+$806K	0.06%	151
2019 Q1	$573K	Buy	15,148 +2,912	+24%	+$105K	0.03%	254
2018 Q4	$401K	Buy	+12,236	New	+$431K	0.07%	255