Apella Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.8M | Buy |
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|
2025
Q2 | $8.75M | Sell |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $903K | Buy |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $202K | Buy |
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