ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 32,115 Value ($000) $5,820 Avg Close — Range —
Q3 2025
Shares 32,165 Value ($000) $5,687 Avg Close — Range —
Q2 2025
Shares 33,398 Value ($000) $5,269 Avg Close — Range —
Q1 2025
Shares 33,834 Value ($000) $5,108 Avg Close — Range —
Q4 2024
Shares 35,083 Value ($000) $5,760 Avg Close — Range —
Q3 2024
Shares 37,986 Value ($000) $6,337 Avg Close — Range —
Q2 2024
Shares 63,350 Value ($000) $9,648 Avg Close — Range —
Q1 2024
Shares 87,026 Value ($000) $13,821 Avg Close — Range —
Q4 2023
Shares 588,004 Value ($000) $91,335 Avg Close — Range —
Q3 2023
Shares 559,021 Value ($000) $75,775 Avg Close — Range —
Q2 2023
Shares 549,978 Value ($000) $77,437 Avg Close — Range —
Q1 2023
Shares 517,524 Value ($000) $70,911 Avg Close — Range —
Q4 2022
Shares 524,175 Value ($000) $72,687 Avg Close — Range —
Q3 2022
Shares 525,430 Value ($000) $67,744 Avg Close — Range —
Q2 2022
Shares 515,999 Value ($000) $70,253 Avg Close — Range —
Q1 2022
Shares 575,204 Value ($000) $92,838 Avg Close — Range —
Q4 2021
Shares 576,161 Value ($000) $95,672 Avg Close — Range —
Q3 2021
Shares 534,516 Value ($000) $85,645 Avg Close — Range —
Q2 2021
Shares 516,745 Value ($000) $85,661 Avg Close — Range —
Q1 2021
Shares 433,457 Value ($000) $69,123 Avg Close — Range —
Q4 2020
Shares 4,361 Value ($000) $575 Avg Close — Range —
Q3 2020
Shares 5,009 Value ($000) $498 Avg Close — Range —
Q2 2020
Shares 4,689 Value ($000) $457 Avg Close — Range —
Q1 2020
Shares 4,689 Value ($000) $385 Avg Close — Range —
Q4 2019
Shares 9,342 Value ($000) $1,201 Avg Close — Range —
Q3 2019
Shares 9,345 Value ($000) $1,116 Avg Close — Range —
Q2 2019
Shares 9,553 Value ($000) $1,150 Avg Close — Range —
Q1 2019
Shares 9,550 Value ($000) $1,145 Avg Close — Range —
Q4 2018
Shares 9,566 Value ($000) $1,029 Avg Close — Range —
Q3 2018
Shares 5,901 Value ($000) $785 Avg Close — Range —
Q2 2018
Shares 5,901 Value ($000) $778 Avg Close — Range —
Q1 2018
Shares 5,902 Value ($000) $719 Avg Close — Range —
Q4 2017
Shares 10,883 Value ($000) $1,369 Avg Close — Range —
Q3 2017
Shares 15,985 Value ($000) $1,984 Avg Close — Range —
Q2 2017
Shares 17,919 Value ($000) $2,130 Avg Close — Range —
Q1 2017
Shares 18,044 Value ($000) $2,132 Avg Close — Range —
Q4 2016
Shares 18,395 Value ($000) $2,188 Avg Close — Range —