Apella Capital’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
13,035
+125
| +1% | +$42.7K | 0.12% | 116 |
|
|
2025
Q1 | $3.85M | Hold |
12,910
| – | – | 0.13% | 102 |
|
|
2024
Q4 | $4.16M | Hold |
12,910
| – | – | 0.16% | 84 |
|
|
2024
Q3 | $4.03M | Hold |
12,910
| – | – | 0.17% | 76 |
|
|
2024
Q2 | $3.92M | Hold |
12,910
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $3.69M | Hold |
12,910
| – | – | 0.19% | 74 |
|
|
2023
Q4 | $3.32M | Buy |
12,910
+11,400
| +755% | +$2.94M | 0.19% | 77 |
|
|
2023
Q3 | $355K | Hold |
1,510
| – | – | 0.03% | 197 |
|
|
2023
Q2 | $368K | Buy |
+1,510
| New | +$368K | 0.03% | 192 |
|
|
2022
Q4 | $318K | Sell |
1,510
-794
| -34% | -$167K | 0.03% | 188 |
|
|
2022
Q3 | $455K | Sell |
2,304
-80
| -3% | -$15.8K | 0.05% | 143 |
|
|
2022
Q2 | $495K | Buy |
2,384
+80
| +3% | +$16.6K | 0.06% | 144 |
|
|
2022
Q1 | $576K | Buy |
2,304
+794
| +53% | +$199K | 0.08% | 119 |
|
|
2021
Q4 | $399K | Hold |
1,510
| – | – | 0.05% | 141 |
|
|
2021
Q3 | $365K | Hold |
1,510
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $366K | Hold |
1,510
| – | – | 0.06% | 161 |
|
|
2021
Q1 | $338K | Hold |
1,510
| – | – | 0.11% | 101 |
|
|
2020
Q4 | $320K | Hold |
1,510
| – | – | 0.11% | 102 |
|
|
2020
Q3 | $283K | Hold |
1,510
| – | – | 0.11% | 105 |
|
|
2020
Q2 | $259K | Hold |
1,510
| – | – | 0.12% | 107 |
|
|
2020
Q1 | $214K | Buy |
+1,510
| New | +$214K | 0.12% | 99 |
|