Avantax Planning Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $4.93M | Buy |
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|
2024
Q3 | $4.33M | Sell |
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|
2024
Q2 | $5.77M | Sell |
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|
2024
Q1 | $7.23M | Sell |
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|
2023
Q4 | $32.7M | Sell |
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|
2023
Q3 | $29.4M | Buy |
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|
2023
Q2 | $31.5M | Buy |
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|
2023
Q1 | $28.8M | Buy |
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|
2022
Q4 | $26.8M | Buy |
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|
2022
Q3 | $21.9M | Buy |
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|
2022
Q2 | $19.3M | Buy |
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|
2022
Q1 | $18.3M | Sell |
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|
2021
Q4 | $21.1M | Buy |
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|
2021
Q3 | $14.1M | Sell |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $8.29M | Buy |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $2.21M | Sell |
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|
2019
Q4 | $3.15M | Sell |
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|
2019
Q3 | $2.86M | Sell |
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|
2019
Q2 | $3.03M | Sell |
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|
2019
Q1 | $3M | Sell |
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|
2018
Q4 | $2.62M | Buy |
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|
2018
Q3 | $2.93M | Sell |
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|
2018
Q2 | $2.8M | Sell |
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|
2018
Q1 | $2.63M | Sell |
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|
2017
Q4 | $2.75M | Sell |
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|
2017
Q3 | $3.4M | Sell |
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|
2017
Q2 | $3.54M | Sell |
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|
2017
Q1 | $3.42M | Sell |
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|
2016
Q4 | $3.37M | Buy |
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