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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Sell |
6,890
-105
| -2% | -$27.1K | 0.05% | 145 |
|
|
2025
Q4 | $1.72M | Sell |
6,995
-66
| -0.9% | -$16.2K | 0.05% | 145 |
|
|
2025
Q3 | $1.71M | Buy |
7,061
+11
| +0.2% | +$2.52K | 0.05% | 141 |
|
|
2025
Q2 | $1.52M | Buy |
7,050
+202
| +3% | +$40.6K | 0.05% | 157 |
|
|
2025
Q1 | $1.37M | Sell |
6,848
-344
| -5% | -$74.6K | 0.05% | 155 |
|
|
2024
Q4 | $1.59M | Sell |
7,192
-24
| -0.3% | -$5.47K | 0.06% | 139 |
|
|
2024
Q3 | $1.59M | Sell |
7,216
-499
| -6% | -$107K | 0.06% | 139 |
|
|
2024
Q2 | $1.57M | Sell |
7,715
-3,728
| -33% | -$753K | 0.05% | 161 |
|
|
2024
Q1 | $2.41M | Buy |
11,443
+908
| +9% | +$181K | 0.08% | 135 |
|
|
2023
Q4 | $2.11M | Sell |
10,535
-379
| -3% | -$67.9K | 0.08% | 104 |
|
|
2023
Q3 | $1.93M | Sell |
10,914
-571
| -5% | -$107K | 0.08% | 107 |
|
|
2023
Q2 | $2.15M | Buy |
11,485
+626
| +6% | +$112K | 0.09% | 102 |
|
|
2023
Q1 | $1.94M | Buy |
10,859
+22
| +0.2% | +$4.05K | 0.08% | 112 |
|
|
2022
Q4 | $1.89M | Buy |
10,837
+5,139
| +90% | +$914K | 0.08% | 112 |
|
|
2022
Q3 | $940K | Sell |
5,698
-254
| -4% | -$46.3K | 0.04% | 157 |
|
|
2022
Q2 | $1.01M | Buy |
5,952
+312
| +6% | +$57.5K | 0.04% | 154 |
|
|
2022
Q1 | $1.16M | Sell |
5,640
-155
| -3% | -$31.6K | 0.05% | 148 |
|
|
2021
Q4 | $1.29M | Buy |
5,795
+261
| +5% | +$59K | 0.05% | 138 |
|
|
2021
Q3 | $1.21M | Sell |
5,534
-56
| -1% | -$12.4K | 0.06% | 123 |
|
|
2021
Q2 | $1.28M | Sell |
5,590
-69
| -1% | -$15.5K | 0.06% | 115 |
|
|
2021
Q1 | $1.25M | Buy |
5,659
+343
| +6% | +$74.9K | 0.06% | 119 |
|
|
2020
Q4 | $1.04M | Buy |
5,316
+240
| +5% | +$42K | 0.05% | 124 |
|
|
2020
Q3 | $760K | Hold |
5,076
| – | – | 0.04% | 141 |
|
|
2020
Q2 | $727K | Sell |
5,076
-41
| -0.8% | -$5.38K | 0.04% | 141 |
|
|
2020
Q1 | $586K | Sell |
5,117
-525
| -9% | -$78.3K | 0.04% | 141 |
|
|
2019
Q4 | $935K | Buy |
5,642
+11
| +0.2% | +$1.74K | 0.06% | 115 |
|
|
2019
Q3 | $852K | Hold |
5,631
| – | – | 0.05% | 122 |
|
|
2019
Q2 | $874K | Buy |
5,631
+2
| +0% | +$308 | 0.06% | 114 |
|
|
2019
Q1 | $862K | Sell |
5,629
-165
| -3% | -$24.8K | 0.06% | 111 |
|
|
2018
Q4 | $776K | Buy |
5,794
+514
| +10% | +$76.7K | 0.06% | 111 |
|
|
2018
Q3 | $890K | Hold |
5,280
| – | – | 0.07% | 90 |
|
|
2018
Q2 | $865K | Buy |
5,280
+104
| +2% | +$16.6K | 0.08% | 90 |
|
|
2018
Q1 | $786K | Sell |
5,176
-99
| -2% | -$15.3K | 0.07% | 121 |
|
|
2017
Q4 | $804K | Sell |
5,275
-515
| -9% | -$77.4K | 0.07% | 115 |
|
|
2017
Q3 | $858K | Buy |
5,790
+552
| +11% | +$77.7K | 0.07% | 135 |
|
|
2017
Q2 | $738K | Sell |
5,238
-17
| -0.3% | -$2.35K | 0.06% | 145 |
|
|
2017
Q1 | $722K | Sell |
5,255
-4,283
| -45% | -$585K | 0.06% | 145 |
|
|
2016
Q4 | $1.29M | Buy |
+9,538
| New | +$1.22M | 0.14% | 69 |
|
Other funds holding IWM
Avantax Planning Partners's IWM Position: Q1 2026 in Review
Avantax Planning Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, selling an estimated $27.1K and leaving 6,890 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #145.
Avantax Planning Partners first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.41M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Avantax Planning Partners held 6,890 shares of iShares Russell 2000 ETF worth $1.71M as of Q1 2026.
- Avantax Planning Partners sold 105 iShares Russell 2000 ETF shares in Q1 2026, an estimated $27.1K.
- iShares Russell 2000 ETF made up 0.05% of Avantax Planning Partners's portfolio in Q1 2026, its #145 holding.
- Avantax Planning Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
- Avantax Planning Partners's iShares Russell 2000 ETF position peaked at $2.41M in Q1 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.