Apella Capital’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.7M | Sell |
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|
2025
Q2 | $4.45M | Buy |
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|
2025
Q1 | $3.85M | Hold |
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|
2024
Q4 | $4.16M | Hold |
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|
2024
Q3 | $4.03M | Hold |
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|
2024
Q2 | $3.92M | Hold |
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|
2024
Q1 | $3.69M | Hold |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $368K | Buy |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $365K | Hold |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $320K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $214K | Buy |
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