AAS
Avantax Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198M | Buy |
916,552
+16,484
| +2% | +$3.56M | 1.09% | 13 |
|
|
2025
Q1 | $180M | Buy |
900,068
+33,499
| +4% | +$6.68M | 1.09% | 13 |
|
|
2024
Q4 | $191M | Buy |
866,569
+20,392
| +2% | +$4.51M | 1.2% | 13 |
|
|
2024
Q3 | $187M | Sell |
846,177
-6,962
| -0.8% | -$1.54M | 1.23% | 12 |
|
|
2024
Q2 | $173M | Buy |
853,139
+26,174
| +3% | +$5.31M | 1.23% | 14 |
|
|
2024
Q1 | $174M | Sell |
826,965
-47,229
| -5% | -$9.93M | 1.54% | 8 |
|
|
2023
Q4 | $175M | Sell |
874,194
-63,357
| -7% | -$12.7M | 1.74% | 8 |
|
|
2023
Q3 | $166M | Sell |
937,551
-20,507
| -2% | -$3.62M | 1.86% | 8 |
|
|
2023
Q2 | $179M | Buy |
958,058
+23,637
| +3% | +$4.43M | 2.05% | 8 |
|
|
2023
Q1 | $167M | Buy |
934,421
+17,407
| +2% | +$3.11M | 2.04% | 8 |
|
|
2022
Q4 | $160M | Sell |
917,014
-413,119
| -31% | -$72M | 2.13% | 8 |
|
|
2022
Q3 | $219M | Buy |
1,330,133
+69,529
| +6% | +$11.5M | 3.37% | 5 |
|
|
2022
Q2 | $213M | Buy |
1,260,604
+42,701
| +4% | +$7.23M | 3.22% | 5 |
|
|
2022
Q1 | $250M | Buy |
1,217,903
+97,572
| +9% | +$20M | 3.44% | 5 |
|
|
2021
Q4 | $249M | Buy |
1,120,331
+44,170
| +4% | +$9.83M | 3.76% | 4 |
|
|
2021
Q3 | $236M | Buy |
1,076,161
+67,114
| +7% | +$14.7M | 3.93% | 5 |
|
|
2021
Q2 | $231M | Buy |
1,009,047
+138,654
| +16% | +$31.8M | 4.2% | 4 |
|
|
2021
Q1 | $192M | Buy |
870,393
+29,728
| +4% | +$6.57M | 4.13% | 4 |
|
|
2020
Q4 | $165M | Sell |
840,665
-507,256
| -38% | -$99.5M | 3.92% | 4 |
|
|
2020
Q3 | $202M | Buy |
1,347,921
+369,286
| +38% | +$55.3M | 3.24% | 4 |
|
|
2020
Q2 | $140M | Sell |
978,635
-987,753
| -50% | -$141M | 4.04% | 4 |
|
|
2020
Q1 | $225M | Buy |
1,966,388
+71,326
| +4% | +$8.16M | 6.71% | 2 |
|
|
2019
Q4 | $314M | Buy |
1,895,062
+672,737
| +55% | +$111M | 7.27% | 2 |
|
|
2019
Q3 | $185M | Buy |
1,222,325
+69,860
| +6% | +$10.6M | 7.48% | 3 |
|
|
2019
Q2 | $179M | Buy |
1,152,465
+82,103
| +8% | +$12.8M | 7.9% | 2 |
|
|
2019
Q1 | $164M | Buy |
1,070,362
+916,611
| +596% | +$140M | 8.71% | 2 |
|
|
2018
Q4 | $18.8M | Buy |
+153,751
| New | +$18.8M | 3.17% | 3 |
|