ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,250 Value ($000) $313 Avg Close — Range —
Q3 2025
Shares 3,300 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 3,961 Value ($000) $364 Avg Close — Range —
Q1 2025
Shares 3,961 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 3,961 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 4,187 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 4,438 Value ($000) $360 Avg Close — Range —
Q1 2024
Shares 4,575 Value ($000) $385 Avg Close — Range —
Q4 2023
Shares 3,023 Value ($000) $235 Avg Close — Range —
Q3 2023
Shares 3,841 Value ($000) $266 Avg Close — Range —
Q2 2023
Shares 3,841 Value ($000) $281 Avg Close — Range —
Q1 2023
Shares 4,092 Value ($000) $286 Avg Close — Range —
Q4 2022
Shares 4,323 Value ($000) $292 Avg Close — Range —
Q3 2022
Shares 4,350 Value ($000) $270 Avg Close — Range —
Q2 2022
Shares 3,819 Value ($000) $247 Avg Close — Range —
Q1 2022
Shares 4,373 Value ($000) $341 Avg Close — Range —
Q3 2018
Shares 14 Value ($000) $3 Avg Close — Range —
Q1 2018
Shares 179 Value ($000) $37 Avg Close — Range —