Avantax Planning Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $741K | Buy |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $142K | Sell |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $244K | Sell |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $227K | Buy |
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