ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 3,296 Value ($000) $658 Avg Close Range
Q3 2025
Shares 3,296 Value ($000) $646 Avg Close Range
Q2 2025
Shares 3,292 Value ($000) $570 Avg Close Range
Q1 2025
Shares 3,292 Value ($000) $462 Avg Close Range
Q4 2024
Shares 3,292 Value ($000) $525 Avg Close Range
Q3 2024
Shares 3,292 Value ($000) $499 Avg Close Range
Q2 2024
Shares 3,292 Value ($000) $495 Avg Close Range
Q1 2024
Shares 3,292 Value ($000) $445 Avg Close Range
Q4 2023
Shares 3,268 Value ($000) $401 Avg Close Range
Q3 2023
Shares 4,568 Value ($000) $479 Avg Close Range
Q2 2023
Shares 4,568 Value ($000) $497 Avg Close Range
Q1 2023
Shares 4,568 Value ($000) $424 Avg Close Range
Q4 2022
Shares 4,568 Value ($000) $340 Avg Close Range
Q3 2022
Shares 4,568 Value ($000) $335 Avg Close Range
Q2 2022
Shares 4,568 Value ($000) $365 Avg Close Range
Q1 2022
Shares 4,568 Value ($000) $471 Avg Close Range
Q4 2021
Shares 5,220 Value ($000) $599 Avg Close Range
Q3 2021
Shares 5,220 Value ($000) $529 Avg Close Range
Q2 2021
Shares 5,220 Value ($000) $519 Avg Close Range
Q1 2021
Shares 5,220 Value ($000) $458 Avg Close Range
Q4 2020
Shares 5,220 Value ($000) $444 Avg Close Range
Q3 2020
Shares 1,305 Value ($000) $393 Avg Close Range
Q2 2020
Shares 1,305 Value ($000) $352 Avg Close Range
Q1 2020
Shares 1,305 Value ($000) $267 Avg Close Range
Q4 2019
Shares 1,305 Value ($000) $304 Avg Close Range
Q3 2019
Shares 1,305 Value ($000) $266 Avg Close Range
Q2 2019
Shares 1,305 Value ($000) $263 Avg Close Range
Q1 2019
Shares 1,305 Value ($000) $249 Avg Close Range
Q4 2018
Shares 1,750 Value ($000) $280 Avg Close Range
Q3 2018
Shares 1,748 Value ($000) $339 Avg Close Range
Q2 2018
Shares 1,747 Value ($000) $312 Avg Close Range
Q1 2018
Shares 1,687 Value ($000) $284 Avg Close Range
Q4 2016
Shares 1,678 Value ($000) $202 Avg Close Range