Avantax Planning Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
3,961
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $337K | Hold |
3,961
| – | – | 0.01% | 317 |
|
|
2024
Q4 | $350K | Sell |
3,961
-226
| -5% | -$20K | 0.01% | 307 |
|
|
2024
Q3 | $369K | Sell |
4,187
-251
| -6% | -$22.1K | 0.01% | 300 |
|
|
2024
Q2 | $360K | Sell |
4,438
-137
| -3% | -$11.1K | 0.01% | 332 |
|
|
2024
Q1 | $385K | Buy |
4,575
+1,552
| +51% | +$131K | 0.01% | 327 |
|
|
2023
Q4 | $235K | Sell |
3,023
-818
| -21% | -$63.6K | 0.01% | 333 |
|
|
2023
Q3 | $266K | Hold |
3,841
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $281K | Sell |
3,841
-251
| -6% | -$18.3K | 0.01% | 302 |
|
|
2023
Q1 | $286K | Sell |
4,092
-231
| -5% | -$16.2K | 0.01% | 304 |
|
|
2022
Q4 | $292K | Sell |
4,323
-27
| -0.6% | -$1.82K | 0.01% | 304 |
|
|
2022
Q3 | $270K | Buy |
4,350
+531
| +14% | +$33K | 0.01% | 293 |
|
|
2022
Q2 | $247K | Sell |
3,819
-554
| -13% | -$35.8K | 0.01% | 298 |
|
|
2022
Q1 | $341K | Buy |
+4,373
| New | +$341K | 0.01% | 261 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$3K | – | 743 |
|
|
2018
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1259 |
|
|
2018
Q2 | – | Sell |
-716
| Closed | -$37K | – | 840 |
|
|
2018
Q1 | $37K | Buy |
+716
| New | +$37K | ﹤0.01% | 590 |
|