Avantax Planning Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
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|
2025
Q1 | $7.09M | Buy |
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|
2024
Q4 | $7M | Buy |
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|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $26.6M | Buy |
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|
2023
Q4 | $23.9M | Buy |
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|
2023
Q3 | $21.4M | Buy |
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|
2023
Q2 | $21.6M | Buy |
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|
2023
Q1 | $19.7M | Buy |
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|
2022
Q4 | $19.4M | Buy |
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|
2022
Q3 | $14M | Buy |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $8.43M | Buy |
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|
2020
Q4 | $6.73M | Buy |
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|
2020
Q3 | $4.31M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $375K | Hold |
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|
2019
Q4 | $555K | Sell |
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|
2019
Q3 | $526K | Hold |
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|
2019
Q2 | $527K | Buy |
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|
2019
Q1 | $509K | Sell |
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|
2018
Q4 | $450K | Buy |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $52K | Buy |
|