Avantax Planning Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
1,021
+97
| +10% | +$32.9K | 0.01% | 325 |
|
|
2025
Q1 | $283K | Hold |
924
| – | – | 0.01% | 345 |
|
|
2024
Q4 | $298K | Hold |
924
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $290K | Buy |
924
+117
| +14% | +$36.8K | 0.01% | 341 |
|
|
2024
Q2 | $240K | Hold |
807
| – | – | 0.01% | 403 |
|
|
2024
Q1 | $232K | Buy |
+807
| New | +$232K | 0.01% | 414 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$4K | – | 741 |
|
|
2018
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1170 |
|
|
2018
Q2 | – | Sell |
-26
| Closed | -$4K | – | 838 |
|
|
2018
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1422 |
|