ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 72,138 Value ($000) $34,143 Avg Close — Range —
Q3 2025
Shares 78,771 Value ($000) $36,897 Avg Close — Range —
Q2 2025
Shares 81,050 Value ($000) $34,412 Avg Close — Range —
Q1 2025
Shares 90,269 Value ($000) $32,595 Avg Close — Range —
Q4 2024
Shares 67,763 Value ($000) $27,212 Avg Close — Range —
Q3 2024
Shares 69,452 Value ($000) $26,071 Avg Close — Range —
Q2 2024
Shares 88,565 Value ($000) $32,283 Avg Close — Range —
Q1 2024
Shares 93,451 Value ($000) $31,498 Avg Close — Range —
Q4 2023
Shares 107,976 Value ($000) $32,735 Avg Close — Range —
Q3 2023
Shares 113,441 Value ($000) $30,174 Avg Close — Range —
Q2 2023
Shares 114,143 Value ($000) $31,410 Avg Close — Range —
Q1 2023
Shares 115,897 Value ($000) $28,317 Avg Close — Range —
Q4 2022
Shares 134,711 Value ($000) $28,860 Avg Close — Range —
Q3 2022
Shares 129,004 Value ($000) $27,142 Avg Close — Range —
Q2 2022
Shares 117,291 Value ($000) $25,652 Avg Close — Range —
Q1 2022
Shares 47,438 Value ($000) $13,170 Avg Close — Range —
Q4 2021
Shares 13,358 Value ($000) $4,082 Avg Close — Range —
Q3 2021
Shares 4,902 Value ($000) $1,343 Avg Close — Range —
Q2 2021
Shares 3,919 Value ($000) $1,064 Avg Close — Range —
Q1 2021
Shares 4,118 Value ($000) $1,001 Avg Close — Range —
Q4 2020
Shares 5,358 Value ($000) $1,292 Avg Close — Range —
Q3 2020
Shares 6,331 Value ($000) $1,373 Avg Close — Range —
Q2 2020
Shares 10,789 Value ($000) $2,071 Avg Close — Range —
Q1 2020
Shares 14,464 Value ($000) $2,179 Avg Close — Range —
Q4 2019
Shares 5,715 Value ($000) $1,005 Avg Close — Range —
Q3 2019
Shares 5,599 Value ($000) $894 Avg Close — Range —
Q2 2019
Shares 5,304 Value ($000) $850 Avg Close — Range —
Q1 2019
Shares 2,782 Value ($000) $421 Avg Close — Range —
Q4 2018
Shares 2,248 Value ($000) $294 Avg Close — Range —
Q3 2018
Shares 2,248 Value ($000) $351 Avg Close — Range —
Q2 2018
Shares 2,733 Value ($000) $393 Avg Close — Range —
Q1 2018
Shares 2,814 Value ($000) $383 Avg Close — Range —
Q4 2017
Shares 2,814 Value ($000) $379 Avg Close — Range —
Q3 2017
Shares 2,924 Value ($000) $366 Avg Close — Range —
Q2 2017
Shares 2,544 Value ($000) $303 Avg Close — Range —
Q1 2017
Shares 2,186 Value ($000) $249 Avg Close — Range —
Q4 2016
Shares 2,197 Value ($000) $230 Avg Close — Range —