ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 9,925 Value ($000) $2,088 Avg Close — Range —
Q3 2025
Shares 9,941 Value ($000) $2,024 Avg Close — Range —
Q2 2025
Shares 10,410 Value ($000) $2,022 Avg Close — Range —
Q1 2025
Shares 10,410 Value ($000) $1,959 Avg Close — Range —
Q4 2024
Shares 10,551 Value ($000) $1,953 Avg Close — Range —
Q3 2024
Shares 10,575 Value ($000) $2,007 Avg Close — Range —
Q2 2024
Shares 11,803 Value ($000) $2,059 Avg Close — Range —
Q1 2024
Shares 12,127 Value ($000) $2,172 Avg Close — Range —
Q4 2023
Shares 33,987 Value ($000) $5,616 Avg Close — Range —
Q3 2023
Shares 35,305 Value ($000) $5,360 Avg Close — Range —
Q2 2023
Shares 34,465 Value ($000) $5,440 Avg Close — Range —
Q1 2023
Shares 34,844 Value ($000) $5,305 Avg Close — Range —
Q4 2022
Shares 35,530 Value ($000) $5,388 Avg Close — Range —
Q3 2022
Shares 35,604 Value ($000) $4,842 Avg Close — Range —
Q2 2022
Shares 60,309 Value ($000) $8,743 Avg Close — Range —
Q1 2022
Shares 61,434 Value ($000) $10,197 Avg Close — Range —
Q4 2021
Shares 61,733 Value ($000) $10,367 Avg Close — Range —
Q3 2021
Shares 68,473 Value ($000) $10,717 Avg Close — Range —
Q2 2021
Shares 67,581 Value ($000) $10,720 Avg Close — Range —
Q1 2021
Shares 68,024 Value ($000) $10,309 Avg Close — Range —
Q4 2020
Shares 68,483 Value ($000) $9,364 Avg Close — Range —
Q3 2020
Shares 81,278 Value ($000) $9,601 Avg Close — Range —
Q2 2020
Shares 127,654 Value ($000) $14,376 Avg Close — Range —
Q1 2020
Shares 102,431 Value ($000) $10,159 Avg Close — Range —
Q4 2019
Shares 27,441 Value ($000) $3,745 Avg Close — Range —
Q3 2019
Shares 26,641 Value ($000) $3,417 Avg Close — Range —
Q2 2019
Shares 26,049 Value ($000) $3,350 Avg Close — Range —
Q1 2019
Shares 1,672 Value ($000) $206 Avg Close — Range —
Q3 2018
Shares 1,678 Value ($000) $212 Avg Close — Range —
Q2 2018
Shares 2,258 Value ($000) $274 Avg Close — Range —
Q1 2018
Shares 2,315 Value ($000) $278 Avg Close — Range —
Q4 2017
Shares 2,336 Value ($000) $290 Avg Close — Range —
Q3 2017
Shares 2,463 Value ($000) $292 Avg Close — Range —
Q2 2017
Shares 2,157 Value ($000) $251 Avg Close — Range —
Q1 2017
Shares 1,749 Value ($000) $201 Avg Close — Range —
Q4 2016
Shares 2,256 Value ($000) $253 Avg Close — Range —