AAS
Avantax Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
87,409
-164
| -0.2% | -$57.6K | 0.17% | 92 |
|
|
2025
Q1 | $27.8M | Buy |
87,573
+27,623
| +46% | +$8.77M | 0.17% | 94 |
|
|
2024
Q4 | $20M | Buy |
59,950
+7,691
| +15% | +$2.57M | 0.13% | 124 |
|
|
2024
Q3 | $17.1M | Sell |
52,259
-23
| -0% | -$7.52K | 0.11% | 145 |
|
|
2024
Q2 | $16.1M | Buy |
52,282
+49,822
| +2,025% | +$15.4M | 0.12% | 137 |
|
|
2024
Q1 | $738K | Buy |
2,460
+718
| +41% | +$215K | 0.01% | 873 |
|
|
2023
Q4 | $477K | Buy |
1,742
+333
| +24% | +$91.1K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $345K | Sell |
1,409
-4
| -0.3% | -$980 | ﹤0.01% | 1115 |
|
|
2023
Q2 | $360K | Sell |
1,413
-210
| -13% | -$53.4K | ﹤0.01% | 1087 |
|
|
2023
Q1 | $382K | Sell |
1,623
-386
| -19% | -$90.9K | ﹤0.01% | 1027 |
|
|
2022
Q4 | $443K | Sell |
2,009
-42
| -2% | -$9.27K | 0.01% | 920 |
|
|
2022
Q3 | $425K | Sell |
2,051
-610
| -23% | -$126K | 0.01% | 849 |
|
|
2022
Q2 | $578K | Buy |
2,661
+5
| +0.2% | +$1.09K | 0.01% | 726 |
|
|
2022
Q1 | $696K | Buy |
2,656
+492
| +23% | +$129K | 0.01% | 662 |
|
|
2021
Q4 | $600K | Buy |
2,164
+83
| +4% | +$23K | 0.01% | 701 |
|
|
2021
Q3 | $532K | Buy |
+2,081
| New | +$532K | 0.01% | 702 |
|
|
2020
Q4 | – | Sell |
-5,913
| Closed | -$1.16M | – | 1144 |
|
|
2020
Q3 | $1.16M | Buy |
5,913
+4,319
| +271% | +$845K | 0.02% | 501 |
|
|
2020
Q2 | $288K | Sell |
1,594
-192
| -11% | -$34.7K | 0.01% | 651 |
|
|
2020
Q1 | $266K | Sell |
1,786
-479
| -21% | -$71.3K | 0.01% | 622 |
|
|
2019
Q4 | $426K | Buy |
2,265
+330
| +17% | +$62.1K | 0.01% | 521 |
|
|
2019
Q3 | $336K | Buy |
1,935
+7
| +0.4% | +$1.22K | 0.01% | 411 |
|
|
2019
Q2 | $332K | Sell |
1,928
-140
| -7% | -$24.1K | 0.01% | 378 |
|
|
2019
Q1 | $345K | Buy |
2,068
+109
| +6% | +$18.2K | 0.02% | 329 |
|
|
2018
Q4 | $288K | Buy |
+1,959
| New | +$288K | 0.05% | 302 |
|