Avantax Planning Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.76M | Sell |
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|
2024
Q3 | $6.34M | Sell |
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|
2024
Q2 | $9.65M | Sell |
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|
2024
Q1 | $13.8M | Sell |
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|
2023
Q4 | $91.3M | Buy |
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|
2023
Q3 | $75.8M | Buy |
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|
2023
Q2 | $77.4M | Buy |
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|
2023
Q1 | $70.9M | Sell |
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|
2022
Q4 | $72.7M | Sell |
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|
2022
Q3 | $67.7M | Buy |
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|
2022
Q2 | $70.3M | Sell |
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|
2022
Q1 | $92.8M | Sell |
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|
2021
Q4 | $95.7M | Buy |
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|
2021
Q3 | $85.6M | Buy |
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|
2021
Q2 | $85.7M | Buy |
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|
2021
Q1 | $69.1M | Buy |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $498K | Buy |
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|
2020
Q2 | $457K | Hold |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $785K | Hold |
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|
2018
Q2 | $778K | Sell |
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|
2018
Q1 | $719K | Sell |
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|
2017
Q4 | $1.37M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $2.13M | Sell |
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|
2017
Q1 | $2.13M | Sell |
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|
2016
Q4 | $2.19M | Buy |
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