Apella Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Sell |
44,658
-11,714
| -21% | -$2.29M | 0.24% | 79 |
|
|
2025
Q1 | $10.1M | Buy |
56,372
+48,783
| +643% | +$8.72M | 0.35% | 64 |
|
|
2024
Q4 | $1.41M | Buy |
7,589
+75
| +1% | +$13.9K | 0.05% | 141 |
|
|
2024
Q3 | $1.42M | Sell |
7,514
-283
| -4% | -$53.5K | 0.06% | 127 |
|
|
2024
Q2 | $1.36M | Buy |
7,797
+443
| +6% | +$77.1K | 0.06% | 132 |
|
|
2024
Q1 | $1.3M | Sell |
7,354
-47
| -0.6% | -$8.33K | 0.07% | 124 |
|
|
2023
Q4 | $1.21M | Buy |
7,401
+1,537
| +26% | +$252K | 0.07% | 124 |
|
|
2023
Q3 | $890K | Buy |
5,864
+145
| +3% | +$22K | 0.06% | 123 |
|
|
2023
Q2 | $903K | Buy |
+5,719
| New | +$903K | 0.06% | 124 |
|
|
2022
Q4 | $802K | Buy |
5,288
+3,735
| +241% | +$566K | 0.07% | 122 |
|
|
2022
Q3 | $211K | Hold |
1,553
| – | – | 0.02% | 201 |
|
|
2022
Q2 | $225K | Buy |
1,553
+221
| +17% | +$32K | 0.03% | 202 |
|
|
2022
Q1 | $221K | Hold |
1,332
| – | – | 0.03% | 190 |
|
|
2021
Q4 | $224K | Hold |
1,332
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $208K | Hold |
1,332
| – | – | 0.03% | 194 |
|
|
2021
Q2 | $211K | Hold |
1,332
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $202K | Buy |
+1,332
| New | +$202K | 0.06% | 127 |
|