APP
Avantax Planning Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Sell |
81,050
-9,219
| -10% | -$3.91M | 1.09% | 16 |
|
|
2025
Q1 | $32.6M | Buy |
90,269
+22,506
| +33% | +$8.13M | 1.15% | 12 |
|
|
2024
Q4 | $27.2M | Sell |
67,763
-1,689
| -2% | -$678K | 0.98% | 17 |
|
|
2024
Q3 | $26.1M | Sell |
69,452
-19,113
| -22% | -$7.17M | 0.94% | 17 |
|
|
2024
Q2 | $32.3M | Sell |
88,565
-4,886
| -5% | -$1.78M | 1.04% | 16 |
|
|
2024
Q1 | $31.5M | Sell |
93,451
-14,525
| -13% | -$4.9M | 1.02% | 16 |
|
|
2023
Q4 | $32.7M | Sell |
107,976
-5,465
| -5% | -$1.66M | 1.25% | 13 |
|
|
2023
Q3 | $30.2M | Sell |
113,441
-702
| -0.6% | -$187K | 1.26% | 13 |
|
|
2023
Q2 | $31.4M | Sell |
114,143
-1,754
| -2% | -$483K | 1.25% | 15 |
|
|
2023
Q1 | $28.3M | Sell |
115,897
-18,814
| -14% | -$4.6M | 1.15% | 15 |
|
|
2022
Q4 | $28.9M | Buy |
134,711
+5,707
| +4% | +$1.22M | 1.15% | 14 |
|
|
2022
Q3 | $27.1M | Buy |
129,004
+11,713
| +10% | +$2.46M | 1.22% | 12 |
|
|
2022
Q2 | $25.7M | Buy |
117,291
+69,853
| +147% | +$15.3M | 1.1% | 14 |
|
|
2022
Q1 | $13.2M | Buy |
47,438
+34,080
| +255% | +$9.46M | 0.52% | 24 |
|
|
2021
Q4 | $4.08M | Buy |
13,358
+8,456
| +173% | +$2.58M | 0.17% | 56 |
|
|
2021
Q3 | $1.34M | Buy |
4,902
+983
| +25% | +$269K | 0.06% | 111 |
|
|
2021
Q2 | $1.06M | Sell |
3,919
-199
| -5% | -$54K | 0.05% | 131 |
|
|
2021
Q1 | $1M | Sell |
4,118
-1,240
| -23% | -$301K | 0.05% | 130 |
|
|
2020
Q4 | $1.29M | Sell |
5,358
-973
| -15% | -$235K | 0.07% | 115 |
|
|
2020
Q3 | $1.37M | Sell |
6,331
-4,458
| -41% | -$967K | 0.07% | 105 |
|
|
2020
Q2 | $2.07M | Sell |
10,789
-3,675
| -25% | -$705K | 0.12% | 72 |
|
|
2020
Q1 | $2.18M | Buy |
14,464
+8,749
| +153% | +$1.32M | 0.15% | 52 |
|
|
2019
Q4 | $1.01M | Buy |
5,715
+116
| +2% | +$20.4K | 0.06% | 111 |
|
|
2019
Q3 | $894K | Buy |
5,599
+295
| +6% | +$47.1K | 0.05% | 115 |
|
|
2019
Q2 | $850K | Buy |
5,304
+2,522
| +91% | +$404K | 0.06% | 119 |
|
|
2019
Q1 | $421K | Buy |
2,782
+534
| +24% | +$80.8K | 0.03% | 183 |
|
|
2018
Q4 | $294K | Hold |
2,248
| – | – | 0.02% | 203 |
|
|
2018
Q3 | $351K | Sell |
2,248
-485
| -18% | -$75.7K | 0.03% | 177 |
|
|
2018
Q2 | $393K | Sell |
2,733
-81
| -3% | -$11.6K | 0.04% | 147 |
|
|
2018
Q1 | $383K | Hold |
2,814
| – | – | 0.03% | 200 |
|
|
2017
Q4 | $379K | Sell |
2,814
-110
| -4% | -$14.8K | 0.03% | 199 |
|
|
2017
Q3 | $366K | Buy |
2,924
+380
| +15% | +$47.6K | 0.03% | 251 |
|
|
2017
Q2 | $303K | Buy |
2,544
+358
| +16% | +$42.6K | 0.03% | 254 |
|
|
2017
Q1 | $249K | Sell |
2,186
-11
| -0.5% | -$1.25K | 0.02% | 267 |
|
|
2016
Q4 | $230K | Buy |
+2,197
| New | +$230K | 0.02% | 274 |
|