Avantax Planning Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $940K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $760K | Hold |
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|
2020
Q2 | $727K | Sell |
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|
2020
Q1 | $586K | Sell |
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|
2019
Q4 | $935K | Buy |
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|
2019
Q3 | $852K | Hold |
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|
2019
Q2 | $874K | Buy |
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|
2019
Q1 | $862K | Sell |
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|
2018
Q4 | $776K | Buy |
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|
2018
Q3 | $890K | Hold |
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|
2018
Q2 | $865K | Buy |
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|
2018
Q1 | $786K | Sell |
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|
2017
Q4 | $804K | Sell |
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|
2017
Q3 | $858K | Buy |
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|
2017
Q2 | $738K | Sell |
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|
2017
Q1 | $722K | Sell |
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|
2016
Q4 | $1.29M | Buy |
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