Avantax Planning Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Avantax Planning Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$373K	Hold
2025 Q2	$347K	Buy
2025 Q1	$283K	Hold
2024 Q4	$298K	Hold
2024 Q3	$290K	Buy
2024 Q2	$240K	Hold
2024 Q1	$232K	Buy
2018 Q4	–	Sell
2018 Q3	$4K	Buy
2018 Q2	–	Sell
2018 Q1	$4K	Buy