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Avantax Planning Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
55,291
+22,404
| +68% | +$6.4M | 0.5% | 35 |
|
|
2025
Q1 | $8.4M | Buy |
32,887
+15,766
| +92% | +$4.03M | 0.3% | 60 |
|
|
2024
Q4 | $4.93M | Buy |
17,121
+1,862
| +12% | +$536K | 0.18% | 83 |
|
|
2024
Q3 | $4.33M | Sell |
15,259
-6,713
| -31% | -$1.91M | 0.16% | 85 |
|
|
2024
Q2 | $5.77M | Sell |
21,972
-4,715
| -18% | -$1.24M | 0.19% | 82 |
|
|
2024
Q1 | $7.23M | Sell |
26,687
-103,025
| -79% | -$27.9M | 0.23% | 71 |
|
|
2023
Q4 | $32.7M | Sell |
129,712
-1,668
| -1% | -$421K | 1.25% | 14 |
|
|
2023
Q3 | $29.4M | Buy |
131,380
+1,664
| +1% | +$373K | 1.23% | 15 |
|
|
2023
Q2 | $31.5M | Buy |
129,716
+2,764
| +2% | +$671K | 1.25% | 14 |
|
|
2023
Q1 | $28.8M | Buy |
126,952
+2,033
| +2% | +$461K | 1.17% | 14 |
|
|
2022
Q4 | $26.8M | Buy |
124,919
+19,045
| +18% | +$4.09M | 1.06% | 16 |
|
|
2022
Q3 | $21.9M | Buy |
105,874
+12,537
| +13% | +$2.59M | 0.99% | 19 |
|
|
2022
Q2 | $19.3M | Buy |
93,337
+21,900
| +31% | +$4.52M | 0.82% | 19 |
|
|
2022
Q1 | $18.3M | Sell |
71,437
-615
| -0.9% | -$157K | 0.73% | 16 |
|
|
2021
Q4 | $21.1M | Buy |
72,052
+24,026
| +50% | +$7.04M | 0.87% | 10 |
|
|
2021
Q3 | $14.1M | Sell |
48,026
-2,010
| -4% | -$590K | 0.65% | 13 |
|
|
2021
Q2 | $15.6M | Buy |
50,036
+7,706
| +18% | +$2.4M | 0.73% | 13 |
|
|
2021
Q1 | $12.7M | Buy |
42,330
+3,964
| +10% | +$1.19M | 0.66% | 11 |
|
|
2020
Q4 | $11M | Buy |
38,366
+964
| +3% | +$276K | 0.57% | 12 |
|
|
2020
Q3 | $8.29M | Buy |
37,402
+18,453
| +97% | +$4.09M | 0.44% | 15 |
|
|
2020
Q2 | $3.92M | Buy |
18,949
+4,979
| +36% | +$1.03M | 0.22% | 41 |
|
|
2020
Q1 | $2.21M | Sell |
13,970
-725
| -5% | -$115K | 0.15% | 51 |
|
|
2019
Q4 | $3.15M | Sell |
14,695
-139
| -0.9% | -$29.8K | 0.19% | 46 |
|
|
2019
Q3 | $2.86M | Sell |
14,834
-257
| -2% | -$49.5K | 0.18% | 49 |
|
|
2019
Q2 | $3.03M | Sell |
15,091
-144
| -0.9% | -$28.9K | 0.2% | 44 |
|
|
2019
Q1 | $3M | Sell |
15,235
-383
| -2% | -$75.3K | 0.21% | 47 |
|
|
2018
Q4 | $2.62M | Buy |
15,618
+1,995
| +15% | +$335K | 0.2% | 51 |
|
|
2018
Q3 | $2.93M | Sell |
13,623
-74
| -0.5% | -$15.9K | 0.23% | 35 |
|
|
2018
Q2 | $2.8M | Sell |
13,697
-82
| -0.6% | -$16.8K | 0.25% | 30 |
|
|
2018
Q1 | $2.63M | Sell |
13,779
-963
| -7% | -$184K | 0.23% | 37 |
|
|
2017
Q4 | $2.75M | Sell |
14,742
-4,281
| -23% | -$799K | 0.25% | 37 |
|
|
2017
Q3 | $3.4M | Sell |
19,023
-1,948
| -9% | -$349K | 0.27% | 33 |
|
|
2017
Q2 | $3.54M | Sell |
20,971
-167
| -0.8% | -$28.2K | 0.3% | 32 |
|
|
2017
Q1 | $3.42M | Sell |
21,138
-743
| -3% | -$120K | 0.31% | 30 |
|
|
2016
Q4 | $3.37M | Buy |
+21,881
| New | +$3.37M | 0.36% | 24 |
|