ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 1,959 Value ($000) $758 Avg Close Range
Q3 2025
Shares 1,957 Value ($000) $741 Avg Close Range
Q2 2025
Shares 1,954 Value ($000) $686 Avg Close Range
Q1 2025
Shares 1,952 Value ($000) $620 Avg Close Range
Q4 2024
Shares 1,949 Value ($000) $652 Avg Close Range
Q3 2024
Shares 1,947 Value ($000) $636 Avg Close Range
Q2 2024
Shares 2,016 Value ($000) $622 Avg Close Range
Q1 2024
Shares 2,014 Value ($000) $604 Avg Close Range
Q4 2023
Shares 1,026 Value ($000) $281 Avg Close Range
Q3 2023
Shares 1,019 Value ($000) $250 Avg Close Range
Q2 2023
Shares 999 Value ($000) $254 Avg Close Range
Q1 2023
Shares 996 Value ($000) $235 Avg Close Range
Q4 2022
Shares 993 Value ($000) $219 Avg Close Range
Q3 2022
Shares 1,089 Value ($000) $225 Avg Close Range
Q2 2022
Shares 1,095 Value ($000) $238 Avg Close Range
Q1 2022
Shares 1,095 Value ($000) $287 Avg Close Range
Q4 2021
Shares 1,095 Value ($000) $304 Avg Close Range
Q3 2021
Shares 1,019 Value ($000) $260 Avg Close Range
Q2 2021
Shares 1,013 Value ($000) $259 Avg Close Range
Q1 2021
Shares 1,008 Value ($000) $239 Avg Close Range
Q4 2020
Shares 1,008 Value ($000) $225 Avg Close Range
Q3 2018
Shares 825 Value ($000) $142 Avg Close Range
Q2 2018
Shares 1,509 Value ($000) $245 Avg Close Range
Q1 2018
Shares 1,509 Value ($000) $236 Avg Close Range
Q4 2017
Shares 1,509 Value ($000) $239 Avg Close Range
Q3 2017
Shares 1,509 Value ($000) $225 Avg Close Range
Q2 2017
Shares 1,693 Value ($000) $244 Avg Close Range
Q1 2017
Shares 1,705 Value ($000) $239 Avg Close Range
Q4 2016
Shares 1,705 Value ($000) $227 Avg Close Range