ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 6,995 Value ($000) $1,722 Avg Close — Range —
Q3 2025
Shares 7,061 Value ($000) $1,708 Avg Close — Range —
Q2 2025
Shares 7,050 Value ($000) $1,521 Avg Close — Range —
Q1 2025
Shares 6,848 Value ($000) $1,366 Avg Close — Range —
Q4 2024
Shares 7,192 Value ($000) $1,589 Avg Close — Range —
Q3 2024
Shares 7,216 Value ($000) $1,594 Avg Close — Range —
Q2 2024
Shares 7,715 Value ($000) $1,565 Avg Close — Range —
Q1 2024
Shares 11,443 Value ($000) $2,406 Avg Close — Range —
Q4 2023
Shares 10,535 Value ($000) $2,115 Avg Close — Range —
Q3 2023
Shares 10,914 Value ($000) $1,929 Avg Close — Range —
Q2 2023
Shares 11,485 Value ($000) $2,151 Avg Close — Range —
Q1 2023
Shares 10,859 Value ($000) $1,937 Avg Close — Range —
Q4 2022
Shares 10,837 Value ($000) $1,890 Avg Close — Range —
Q3 2022
Shares 5,698 Value ($000) $940 Avg Close — Range —
Q2 2022
Shares 5,952 Value ($000) $1,008 Avg Close — Range —
Q1 2022
Shares 5,640 Value ($000) $1,158 Avg Close — Range —
Q4 2021
Shares 5,795 Value ($000) $1,289 Avg Close — Range —
Q3 2021
Shares 5,534 Value ($000) $1,211 Avg Close — Range —
Q2 2021
Shares 5,590 Value ($000) $1,282 Avg Close — Range —
Q1 2021
Shares 5,659 Value ($000) $1,250 Avg Close — Range —
Q4 2020
Shares 5,316 Value ($000) $1,042 Avg Close — Range —
Q3 2020
Shares 5,076 Value ($000) $760 Avg Close — Range —
Q2 2020
Shares 5,076 Value ($000) $727 Avg Close — Range —
Q1 2020
Shares 5,117 Value ($000) $586 Avg Close — Range —
Q4 2019
Shares 5,642 Value ($000) $935 Avg Close — Range —
Q3 2019
Shares 5,631 Value ($000) $852 Avg Close — Range —
Q2 2019
Shares 5,631 Value ($000) $874 Avg Close — Range —
Q1 2019
Shares 5,629 Value ($000) $862 Avg Close — Range —
Q4 2018
Shares 5,794 Value ($000) $776 Avg Close — Range —
Q3 2018
Shares 5,280 Value ($000) $890 Avg Close — Range —
Q2 2018
Shares 5,280 Value ($000) $865 Avg Close — Range —
Q1 2018
Shares 5,176 Value ($000) $786 Avg Close — Range —
Q4 2017
Shares 5,275 Value ($000) $804 Avg Close — Range —
Q3 2017
Shares 5,790 Value ($000) $858 Avg Close — Range —
Q2 2017
Shares 5,238 Value ($000) $738 Avg Close — Range —
Q1 2017
Shares 5,255 Value ($000) $722 Avg Close — Range —
Q4 2016
Shares 9,538 Value ($000) $1,286 Avg Close — Range —