APP
Avantax Planning Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
123,567
-21,236
| -15% | -$2.95M | 0.54% | 32 |
|
|
2025
Q1 | $17M | Buy |
144,803
+68,905
| +91% | +$8.1M | 0.6% | 27 |
|
|
2024
Q4 | $9.62M | Buy |
75,898
+727
| +1% | +$92.1K | 0.35% | 45 |
|
|
2024
Q3 | $8.82M | Sell |
75,171
-54,819
| -42% | -$6.43M | 0.32% | 53 |
|
|
2024
Q2 | $14.3M | Sell |
129,990
-142,420
| -52% | -$15.7M | 0.46% | 33 |
|
|
2024
Q1 | $31.1M | Buy |
272,410
+63
| +0% | +$7.19K | 1.01% | 17 |
|
|
2023
Q4 | $28.4M | Buy |
272,347
+26,454
| +11% | +$2.76M | 1.08% | 18 |
|
|
2023
Q3 | $22.5M | Buy |
245,893
+6,388
| +3% | +$584K | 0.94% | 20 |
|
|
2023
Q2 | $23.1M | Buy |
239,505
+12,436
| +5% | +$1.2M | 0.92% | 21 |
|
|
2023
Q1 | $20.7M | Buy |
227,069
+11,353
| +5% | +$1.03M | 0.84% | 24 |
|
|
2022
Q4 | $18M | Buy |
215,716
+32,136
| +18% | +$2.69M | 0.72% | 26 |
|
|
2022
Q3 | $14.4M | Buy |
183,580
+32,933
| +22% | +$2.58M | 0.65% | 24 |
|
|
2022
Q2 | $11.9M | Buy |
150,647
+4,714
| +3% | +$373K | 0.51% | 29 |
|
|
2022
Q1 | $14.7M | Buy |
145,933
+13,276
| +10% | +$1.33M | 0.58% | 22 |
|
|
2021
Q4 | $15.3M | Buy |
132,657
+25,992
| +24% | +$2.99M | 0.63% | 15 |
|
|
2021
Q3 | $12M | Buy |
106,665
+7,734
| +8% | +$867K | 0.55% | 16 |
|
|
2021
Q2 | $11.2M | Buy |
98,931
+17,841
| +22% | +$2.02M | 0.53% | 15 |
|
|
2021
Q1 | $8.28M | Buy |
81,090
+9,465
| +13% | +$966K | 0.43% | 23 |
|
|
2020
Q4 | $7.35M | Buy |
71,625
+36,228
| +102% | +$3.72M | 0.38% | 20 |
|
|
2020
Q3 | $6.12M | Buy |
35,397
+23,291
| +192% | +$4.03M | 0.32% | 25 |
|
|
2020
Q2 | $1.91M | Buy |
12,106
+6,352
| +110% | +$1M | 0.11% | 79 |
|
|
2020
Q1 | $700K | Buy |
5,754
+1,736
| +43% | +$211K | 0.05% | 127 |
|
|
2019
Q4 | $613K | Sell |
4,018
-32
| -0.8% | -$4.88K | 0.04% | 148 |
|
|
2019
Q3 | $572K | Hold |
4,050
| – | – | 0.04% | 152 |
|
|
2019
Q2 | $585K | Buy |
4,050
+143
| +4% | +$20.7K | 0.04% | 152 |
|
|
2019
Q1 | $530K | Hold |
3,907
| – | – | 0.04% | 156 |
|
|
2018
Q4 | $444K | Buy |
3,907
+3,302
| +546% | +$375K | 0.03% | 157 |
|
|
2018
Q3 | $82K | Buy |
+605
| New | +$82K | 0.01% | 385 |
|
|
2018
Q2 | – | Sell |
-632
| Closed | -$78K | – | 839 |
|
|
2018
Q1 | $78K | Buy |
+632
| New | +$78K | 0.01% | 446 |
|