Avantax Planning Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
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|
2025
Q1 | $17M | Buy |
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|
2024
Q4 | $9.62M | Buy |
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|
2024
Q3 | $8.82M | Sell |
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|
2024
Q2 | $14.3M | Sell |
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|
2024
Q1 | $31.1M | Buy |
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|
2023
Q4 | $28.4M | Buy |
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|
2023
Q3 | $22.5M | Buy |
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|
2023
Q2 | $23.1M | Buy |
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|
2023
Q1 | $20.7M | Buy |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $14.4M | Buy |
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|
2022
Q2 | $11.9M | Buy |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $8.28M | Buy |
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|
2020
Q4 | $7.35M | Buy |
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|
2020
Q3 | $6.12M | Buy |
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|
2020
Q2 | $1.91M | Buy |
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|
2020
Q1 | $700K | Buy |
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|
2019
Q4 | $613K | Sell |
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|
2019
Q3 | $572K | Hold |
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|
2019
Q2 | $585K | Buy |
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|
2019
Q1 | $530K | Hold |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $78K | Buy |
|