ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 4,446 Value ($000) $585 Avg Close — Range —
Q3 2025
Shares 4,477 Value ($000) $581 Avg Close — Range —
Q2 2025
Shares 4,495 Value ($000) $556 Avg Close — Range —
Q1 2025
Shares 4,509 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 4,819 Value ($000) $602 Avg Close — Range —
Q3 2024
Shares 4,026 Value ($000) $498 Avg Close — Range —
Q2 2024
Shares 6,281 Value ($000) $713 Avg Close — Range —
Q1 2024
Shares 6,753 Value ($000) $799 Avg Close — Range —
Q4 2023
Shares 8,196 Value ($000) $935 Avg Close — Range —
Q3 2023
Shares 8,566 Value ($000) $865 Avg Close — Range —
Q2 2023
Shares 8,553 Value ($000) $916 Avg Close — Range —
Q1 2023
Shares 8,424 Value ($000) $866 Avg Close — Range —
Q4 2022
Shares 7,367 Value ($000) $743 Avg Close — Range —
Q3 2022
Shares 7,366 Value ($000) $663 Avg Close — Range —
Q2 2022
Shares 8,136 Value ($000) $768 Avg Close — Range —
Q1 2022
Shares 8,539 Value ($000) $936 Avg Close — Range —
Q4 2021
Shares 9,579 Value ($000) $1,060 Avg Close — Range —
Q3 2021
Shares 7,189 Value ($000) $741 Avg Close — Range —
Q2 2021
Shares 7,483 Value ($000) $788 Avg Close — Range —
Q1 2021
Shares 7,889 Value ($000) $804 Avg Close — Range —
Q4 2020
Shares 9,666 Value ($000) $834 Avg Close — Range —
Q3 2020
Shares 6,831 Value ($000) $921 Avg Close — Range —
Q2 2020
Shares 7,072 Value ($000) $940 Avg Close — Range —
Q1 2020
Shares 8,368 Value ($000) $918 Avg Close — Range —
Q4 2019
Shares 7,844 Value ($000) $1,339 Avg Close — Range —
Q3 2019
Shares 7,855 Value ($000) $1,256 Avg Close — Range —
Q2 2019
Shares 8,216 Value ($000) $1,310 Avg Close — Range —
Q1 2019
Shares 8,182 Value ($000) $1,284 Avg Close — Range —
Q4 2018
Shares 8,535 Value ($000) $1,181 Avg Close — Range —
Q3 2018
Shares 8,068 Value ($000) $1,350 Avg Close — Range —
Q2 2018
Shares 8,067 Value ($000) $1,307 Avg Close — Range —
Q1 2018
Shares 8,016 Value ($000) $1,239 Avg Close — Range —
Q4 2017
Shares 8,878 Value ($000) $1,421 Avg Close — Range —
Q3 2017
Shares 16,070 Value ($000) $2,454 Avg Close — Range —
Q2 2017
Shares 18,292 Value ($000) $2,717 Avg Close — Range —
Q1 2017
Shares 18,857 Value ($000) $2,799 Avg Close — Range —
Q4 2016
Shares 19,384 Value ($000) $2,815 Avg Close — Range —