Avantax Planning Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Sell |
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|
2025
Q1 | $32.6M | Buy |
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|
2024
Q4 | $27.2M | Sell |
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|
2024
Q3 | $26.1M | Sell |
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|
2024
Q2 | $32.3M | Sell |
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|
2024
Q1 | $31.5M | Sell |
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|
2023
Q4 | $32.7M | Sell |
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|
2023
Q3 | $30.2M | Sell |
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|
2023
Q2 | $31.4M | Sell |
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|
2023
Q1 | $28.3M | Sell |
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|
2022
Q4 | $28.9M | Buy |
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|
2022
Q3 | $27.1M | Buy |
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|
2022
Q2 | $25.7M | Buy |
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|
2022
Q1 | $13.2M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $2.18M | Buy |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $894K | Buy |
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|
2019
Q2 | $850K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $294K | Hold |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $393K | Sell |
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|
2018
Q1 | $383K | Hold |
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|
2017
Q4 | $379K | Sell |
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|
2017
Q3 | $366K | Buy |
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|
2017
Q2 | $303K | Buy |
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|
2017
Q1 | $249K | Sell |
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|
2016
Q4 | $230K | Buy |
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