Avantax Planning Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
7,050
+202
| +3% | +$43.6K | 0.05% | 157 |
|
|
2025
Q1 | $1.37M | Sell |
6,848
-344
| -5% | -$68.6K | 0.05% | 155 |
|
|
2024
Q4 | $1.59M | Sell |
7,192
-24
| -0.3% | -$5.3K | 0.06% | 139 |
|
|
2024
Q3 | $1.59M | Sell |
7,216
-499
| -6% | -$110K | 0.06% | 139 |
|
|
2024
Q2 | $1.57M | Sell |
7,715
-3,728
| -33% | -$756K | 0.05% | 161 |
|
|
2024
Q1 | $2.41M | Buy |
11,443
+908
| +9% | +$191K | 0.08% | 135 |
|
|
2023
Q4 | $2.11M | Sell |
10,535
-379
| -3% | -$76.1K | 0.08% | 104 |
|
|
2023
Q3 | $1.93M | Sell |
10,914
-571
| -5% | -$101K | 0.08% | 107 |
|
|
2023
Q2 | $2.15M | Buy |
11,485
+626
| +6% | +$117K | 0.09% | 102 |
|
|
2023
Q1 | $1.94M | Buy |
10,859
+22
| +0.2% | +$3.93K | 0.08% | 112 |
|
|
2022
Q4 | $1.89M | Buy |
10,837
+5,139
| +90% | +$896K | 0.08% | 112 |
|
|
2022
Q3 | $940K | Sell |
5,698
-254
| -4% | -$41.9K | 0.04% | 157 |
|
|
2022
Q2 | $1.01M | Buy |
5,952
+312
| +6% | +$52.8K | 0.04% | 154 |
|
|
2022
Q1 | $1.16M | Sell |
5,640
-155
| -3% | -$31.8K | 0.05% | 148 |
|
|
2021
Q4 | $1.29M | Buy |
5,795
+261
| +5% | +$58.1K | 0.05% | 138 |
|
|
2021
Q3 | $1.21M | Sell |
5,534
-56
| -1% | -$12.3K | 0.06% | 123 |
|
|
2021
Q2 | $1.28M | Sell |
5,590
-69
| -1% | -$15.8K | 0.06% | 115 |
|
|
2021
Q1 | $1.25M | Buy |
5,659
+343
| +6% | +$75.8K | 0.06% | 119 |
|
|
2020
Q4 | $1.04M | Buy |
5,316
+240
| +5% | +$47K | 0.05% | 124 |
|
|
2020
Q3 | $760K | Hold |
5,076
| – | – | 0.04% | 141 |
|
|
2020
Q2 | $727K | Sell |
5,076
-41
| -0.8% | -$5.87K | 0.04% | 141 |
|
|
2020
Q1 | $586K | Sell |
5,117
-525
| -9% | -$60.1K | 0.04% | 141 |
|
|
2019
Q4 | $935K | Buy |
5,642
+11
| +0.2% | +$1.82K | 0.06% | 115 |
|
|
2019
Q3 | $852K | Hold |
5,631
| – | – | 0.05% | 122 |
|
|
2019
Q2 | $874K | Buy |
5,631
+2
| +0% | +$310 | 0.06% | 114 |
|
|
2019
Q1 | $862K | Sell |
5,629
-165
| -3% | -$25.3K | 0.06% | 111 |
|
|
2018
Q4 | $776K | Buy |
5,794
+514
| +10% | +$68.8K | 0.06% | 111 |
|
|
2018
Q3 | $890K | Hold |
5,280
| – | – | 0.07% | 90 |
|
|
2018
Q2 | $865K | Buy |
5,280
+104
| +2% | +$17K | 0.08% | 90 |
|
|
2018
Q1 | $786K | Sell |
5,176
-99
| -2% | -$15K | 0.07% | 121 |
|
|
2017
Q4 | $804K | Sell |
5,275
-515
| -9% | -$78.5K | 0.07% | 115 |
|
|
2017
Q3 | $858K | Buy |
5,790
+552
| +11% | +$81.8K | 0.07% | 135 |
|
|
2017
Q2 | $738K | Sell |
5,238
-17
| -0.3% | -$2.4K | 0.06% | 145 |
|
|
2017
Q1 | $722K | Sell |
5,255
-4,283
| -45% | -$588K | 0.06% | 145 |
|
|
2016
Q4 | $1.29M | Buy |
+9,538
| New | +$1.29M | 0.14% | 69 |
|