AAS
Avantax Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97M | Buy |
1,054,593
+37,744
| +4% | +$3.47M | 0.53% | 26 |
|
|
2025
Q1 | $86.5M | Buy |
1,016,849
+3,416
| +0.3% | +$291K | 0.52% | 27 |
|
|
2024
Q4 | $89.6M | Buy |
1,013,433
+17,299
| +2% | +$1.53M | 0.56% | 24 |
|
|
2024
Q3 | $87.8M | Sell |
996,134
-35,446
| -3% | -$3.12M | 0.58% | 23 |
|
|
2024
Q2 | $83.6M | Sell |
1,031,580
-11,892
| -1% | -$964K | 0.6% | 21 |
|
|
2024
Q1 | $87.7M | Sell |
1,043,472
-117,519
| -10% | -$9.88M | 0.78% | 16 |
|
|
2023
Q4 | $90.2M | Sell |
1,160,991
-13,637
| -1% | -$1.06M | 0.9% | 15 |
|
|
2023
Q3 | $81.3M | Sell |
1,174,628
-6,779
| -0.6% | -$469K | 0.91% | 13 |
|
|
2023
Q2 | $86.3M | Buy |
1,181,407
+6,723
| +0.6% | +$491K | 0.99% | 14 |
|
|
2023
Q1 | $82.1M | Sell |
1,174,684
-39,825
| -3% | -$2.78M | 1.01% | 13 |
|
|
2022
Q4 | $81.9M | Sell |
1,214,509
-61,743
| -5% | -$4.16M | 1.09% | 12 |
|
|
2022
Q3 | $79.3M | Buy |
1,276,252
+46,142
| +4% | +$2.87M | 1.22% | 13 |
|
|
2022
Q2 | $79.5M | Buy |
1,230,110
+10,461
| +0.9% | +$676K | 1.2% | 13 |
|
|
2022
Q1 | $95.2M | Buy |
1,219,649
+29,567
| +2% | +$2.31M | 1.31% | 14 |
|
|
2021
Q4 | $98.8M | Buy |
1,190,082
+38,198
| +3% | +$3.17M | 1.49% | 12 |
|
|
2021
Q3 | $90.1M | Buy |
1,151,884
+41,365
| +4% | +$3.24M | 1.5% | 12 |
|
|
2021
Q2 | $88M | Buy |
1,110,519
+25,966
| +2% | +$2.06M | 1.6% | 12 |
|
|
2021
Q1 | $80.2M | Buy |
1,084,553
+3,418
| +0.3% | +$253K | 1.72% | 11 |
|
|
2020
Q4 | $74.1M | Sell |
1,081,135
-669,237
| -38% | -$45.9M | 1.76% | 11 |
|
|
2020
Q3 | $100M | Buy |
1,750,372
+630,079
| +56% | +$36.2M | 1.61% | 10 |
|
|
2020
Q2 | $60.1M | Sell |
1,120,293
-2,245,802
| -67% | -$120M | 1.73% | 10 |
|
|
2020
Q1 | $145M | Buy |
3,366,095
+84,316
| +3% | +$3.64M | 4.34% | 4 |
|
|
2019
Q4 | $196M | Buy |
3,281,779
+174,678
| +6% | +$10.4M | 4.53% | 5 |
|
|
2019
Q3 | $174M | Buy |
3,107,101
+182,103
| +6% | +$10.2M | 7.03% | 4 |
|
|
2019
Q2 | $163M | Buy |
2,924,998
+264,595
| +10% | +$14.8M | 7.2% | 4 |
|
|
2019
Q1 | $144M | Buy |
2,660,403
+2,376,572
| +837% | +$128M | 7.63% | 4 |
|
|
2018
Q4 | $12.6M | Buy |
+283,831
| New | +$12.6M | 2.12% | 5 |
|