Avantax Planning Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
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|
2025
Q2 | $364K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $37K | Buy |
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