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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.3M | Sell |
111,409
-2,726
| -2% | -$430K | 0.46% | 33 |
|
|
2026
Q1 | $16.6M | Buy |
114,135
+6,716
| +6% | +$997K | 0.46% | 35 |
|
|
2025
Q4 | $15.2M | Sell |
107,419
-4,337
| -4% | -$606K | 0.42% | 38 |
|
|
2025
Q3 | $15.6M | Sell |
111,756
-2,529
| -2% | -$346K | 0.45% | 38 |
|
|
2025
Q2 | $15.1M | Buy |
114,285
+57,970
| +103% | +$7.27M | 0.48% | 38 |
|
|
2025
Q1 | $7.09M | Buy |
56,315
+2,167
| +4% | +$282K | 0.25% | 72 |
|
|
2024
Q4 | $7M | Buy |
54,148
+2,815
| +5% | +$377K | 0.25% | 64 |
|
|
2024
Q3 | $6.79M | Sell |
51,333
-41,941
| -45% | -$5.3M | 0.24% | 70 |
|
|
2024
Q2 | $11.3M | Sell |
93,274
-118,764
| -56% | -$14.4M | 0.36% | 46 |
|
|
2024
Q1 | $26.6M | Buy |
212,038
+6,327
| +3% | +$745K | 0.86% | 21 |
|
|
2023
Q4 | $23.9M | Buy |
205,711
+517
| +0.3% | +$55.1K | 0.91% | 23 |
|
|
2023
Q3 | $21.4M | Buy |
205,194
+8,528
| +4% | +$940K | 0.9% | 22 |
|
|
2023
Q2 | $21.6M | Buy |
196,666
+11,130
| +6% | +$1.17M | 0.86% | 23 |
|
|
2023
Q1 | $19.7M | Buy |
185,536
+1,408
| +0.8% | +$154K | 0.8% | 25 |
|
|
2022
Q4 | $19.4M | Buy |
184,128
+38,743
| +27% | +$4.06M | 0.77% | 23 |
|
|
2022
Q3 | $14M | Buy |
145,385
+13,961
| +11% | +$1.49M | 0.63% | 25 |
|
|
2022
Q2 | $13.3M | Buy |
131,424
+8,191
| +7% | +$916K | 0.57% | 25 |
|
|
2022
Q1 | $14.7M | Buy |
123,233
+7,068
| +6% | +$832K | 0.59% | 20 |
|
|
2021
Q4 | $14.2M | Buy |
116,165
+12,421
| +12% | +$1.48M | 0.58% | 16 |
|
|
2021
Q3 | $11.7M | Buy |
103,744
+8,603
| +9% | +$996K | 0.54% | 18 |
|
|
2021
Q2 | $10.9M | Buy |
95,141
+18,001
| +23% | +$2.06M | 0.51% | 16 |
|
|
2021
Q1 | $8.43M | Buy |
77,140
+7,711
| +11% | +$803K | 0.43% | 21 |
|
|
2020
Q4 | $6.73M | Buy |
69,429
+16,083
| +30% | +$1.45M | 0.35% | 22 |
|
|
2020
Q3 | $4.31M | Buy |
+53,346
| New | +$4.32M | 0.23% | 38 |
|
|
2020
Q2 | – | Sell |
-5,857
| Closed | -$375K | – | 286 |
|
|
2020
Q1 | $375K | Hold |
5,857
| – | – | 0.03% | 182 |
|
|
2019
Q4 | $555K | Sell |
5,857
-6
| -0.1% | -$548 | 0.03% | 164 |
|
|
2019
Q3 | $526K | Hold |
5,863
| – | – | 0.03% | 164 |
|
|
2019
Q2 | $527K | Buy |
5,863
+6
| +0.1% | +$527 | 0.03% | 164 |
|
|
2019
Q1 | $509K | Sell |
5,857
-34
| -0.6% | -$2.87K | 0.04% | 161 |
|
|
2018
Q4 | $450K | Buy |
5,891
+5,295
| +888% | +$443K | 0.03% | 156 |
|
|
2018
Q3 | $54K | Buy |
+596
| New | +$53.9K | ﹤0.01% | 465 |
|
|
2018
Q2 | – | Sell |
-596
| Closed | -$52K | – | 846 |
|
|
2018
Q1 | $52K | Buy |
+596
| New | +$52.8K | ﹤0.01% | 522 |
|
Other funds holding IWS
TCIIS
FCBT
Avantax Planning Partners's IWS Position: Q2 2026 in Review
Avantax Planning Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q2 2026, selling an estimated $430K and leaving 111,409 shares worth $18.3M. The position accounts for 0.46% of the portfolio, ranked #33.
Avantax Planning Partners first reported a position in IWS in Q1 2018 and has held it in 32 quarters since. The position peaked at $26.6M in Q1 2024. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Avantax Planning Partners held 111,409 shares of iShares Russell Mid-Cap Value ETF worth $18.3M as of Q2 2026.
- Avantax Planning Partners sold 2,726 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $430K.
- iShares Russell Mid-Cap Value ETF made up 0.46% of Avantax Planning Partners's portfolio in Q2 2026, its #33 holding.
- Avantax Planning Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and has held it in 32 quarters since.
- Avantax Planning Partners's iShares Russell Mid-Cap Value ETF position peaked at $26.6M in Q1 2024.
- 1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.