APP
Avantax Planning Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
196,354
+31,347
| +19% | +$3.45M | 0.69% | 24 |
|
|
2025
Q1 | $15.3M | Buy |
165,007
+31,235
| +23% | +$2.9M | 0.54% | 32 |
|
|
2024
Q4 | $13.6M | Sell |
133,772
-1,856
| -1% | -$188K | 0.49% | 32 |
|
|
2024
Q3 | $13M | Sell |
135,628
-17,365
| -11% | -$1.66M | 0.47% | 33 |
|
|
2024
Q2 | $14.2M | Sell |
152,993
-4,240
| -3% | -$392K | 0.46% | 35 |
|
|
2024
Q1 | $13.3M | Sell |
157,233
-27,295
| -15% | -$2.3M | 0.43% | 36 |
|
|
2023
Q4 | $13.9M | Sell |
184,528
-4,283
| -2% | -$322K | 0.53% | 29 |
|
|
2023
Q3 | $12.9M | Sell |
188,811
-294
| -0.2% | -$20.1K | 0.54% | 29 |
|
|
2023
Q2 | $13.3M | Sell |
189,105
-498
| -0.3% | -$35.1K | 0.53% | 30 |
|
|
2023
Q1 | $12.1M | Sell |
189,603
-8,272
| -4% | -$528K | 0.49% | 31 |
|
|
2022
Q4 | $11.6M | Sell |
197,875
-253,782
| -56% | -$14.8M | 0.46% | 32 |
|
|
2022
Q3 | $26.1M | Buy |
451,657
+94,525
| +26% | +$5.47M | 1.18% | 14 |
|
|
2022
Q2 | $21.6M | Buy |
357,132
+153,928
| +76% | +$9.29M | 0.92% | 16 |
|
|
2022
Q1 | $15.5M | Buy |
203,204
+56,286
| +38% | +$4.3M | 0.62% | 18 |
|
|
2021
Q4 | $12.3M | Buy |
146,918
+2,154
| +1% | +$180K | 0.51% | 21 |
|
|
2021
Q3 | $10.7M | Sell |
144,764
-722
| -0.5% | -$53.4K | 0.49% | 20 |
|
|
2021
Q2 | $10.6M | Sell |
145,486
-798
| -0.5% | -$58K | 0.5% | 18 |
|
|
2021
Q1 | $9.53M | Buy |
146,284
+264
| +0.2% | +$17.2K | 0.49% | 17 |
|
|
2020
Q4 | $9.32M | Buy |
146,020
+111,312
| +321% | +$7.1M | 0.48% | 15 |
|
|
2020
Q3 | $8.02M | Sell |
34,708
-1,483
| -4% | -$343K | 0.42% | 17 |
|
|
2020
Q2 | $7.51M | Sell |
36,191
-2,736
| -7% | -$568K | 0.42% | 17 |
|
|
2020
Q1 | $6.43M | Sell |
38,927
-2,628
| -6% | -$434K | 0.45% | 14 |
|
|
2019
Q4 | $8.05M | Sell |
41,555
-489
| -1% | -$94.7K | 0.47% | 12 |
|
|
2019
Q3 | $7.57M | Buy |
42,044
+13
| +0% | +$2.34K | 0.46% | 13 |
|
|
2019
Q2 | $7.65M | Buy |
42,031
+1,733
| +4% | +$315K | 0.49% | 14 |
|
|
2019
Q1 | $6.95M | Sell |
40,298
-835
| -2% | -$144K | 0.48% | 15 |
|
|
2018
Q4 | $6.2M | Buy |
41,133
+12,597
| +44% | +$1.9M | 0.47% | 19 |
|
|
2018
Q3 | $5.06M | Sell |
28,536
-242
| -0.8% | -$42.9K | 0.4% | 17 |
|
|
2018
Q2 | $4.68M | Sell |
28,778
-240
| -0.8% | -$39K | 0.42% | 16 |
|
|
2018
Q1 | $4.5M | Sell |
29,018
-690
| -2% | -$107K | 0.39% | 20 |
|
|
2017
Q4 | $4.54M | Sell |
29,708
-9,496
| -24% | -$1.45M | 0.42% | 19 |
|
|
2017
Q3 | $5.62M | Sell |
39,204
-8,496
| -18% | -$1.22M | 0.44% | 19 |
|
|
2017
Q2 | $6.53M | Buy |
47,700
+179
| +0.4% | +$24.5K | 0.55% | 14 |
|
|
2017
Q1 | $6.25M | Sell |
47,521
-1,875
| -4% | -$247K | 0.56% | 14 |
|
|
2016
Q4 | $6.02M | Buy |
+49,396
| New | +$6.02M | 0.64% | 10 |
|