Avantax Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
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|
2025
Q1 | $27.8M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $17.1M | Sell |
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|
2024
Q2 | $16.1M | Buy |
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|
2024
Q1 | $738K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $696K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $532K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $426K | Buy |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $288K | Buy |
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