Avantax Planning Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.02M | Sell |
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|
2025
Q2 | $2.02M | Hold |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $5.62M | Sell |
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|
2023
Q3 | $5.36M | Buy |
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|
2023
Q2 | $5.44M | Sell |
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|
2023
Q1 | $5.31M | Sell |
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|
2022
Q4 | $5.39M | Sell |
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|
2022
Q3 | $4.84M | Sell |
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|
2022
Q2 | $8.74M | Sell |
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|
2022
Q1 | $10.2M | Sell |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $10.7M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $9.36M | Sell |
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|
2020
Q3 | $9.6M | Sell |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $10.2M | Buy |
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|
2019
Q4 | $3.75M | Buy |
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|
2019
Q3 | $3.42M | Buy |
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|
2019
Q2 | $3.35M | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $292K | Buy |
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|
2017
Q2 | $251K | Buy |
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|
2017
Q1 | $201K | Sell |
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|
2016
Q4 | $253K | Buy |
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