Apella Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
26,953
-4,874
| -15% | -$2.07M | 0.31% | 66 |
|
|
2025
Q1 | $11.4M | Buy |
31,827
+27,442
| +626% | +$9.81M | 0.39% | 54 |
|
|
2024
Q4 | $1.76M | Hold |
4,385
| – | – | 0.07% | 126 |
|
|
2024
Q3 | $1.62M | Buy |
4,385
+67
| +2% | +$24.8K | 0.07% | 120 |
|
|
2024
Q2 | $1.64M | Buy |
4,318
+2,598
| +151% | +$985K | 0.07% | 113 |
|
|
2024
Q1 | $576K | Sell |
1,720
-111
| -6% | -$37.2K | 0.03% | 179 |
|
|
2023
Q4 | $539K | Sell |
1,831
-1,721
| -48% | -$507K | 0.03% | 178 |
|
|
2023
Q3 | $945K | Buy |
3,552
+136
| +4% | +$36.2K | 0.07% | 121 |
|
|
2023
Q2 | $940K | Buy |
+3,416
| New | +$940K | 0.07% | 121 |
|
|
2022
Q4 | $758K | Buy |
3,540
+2,260
| +177% | +$484K | 0.07% | 127 |
|
|
2022
Q3 | $269K | Hold |
1,280
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $280K | Sell |
1,280
-400
| -24% | -$87.5K | 0.03% | 183 |
|
|
2022
Q1 | $466K | Hold |
1,680
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $513K | Hold |
1,680
| – | – | 0.07% | 126 |
|
|
2021
Q3 | $460K | Sell |
1,680
-22
| -1% | -$6.02K | 0.07% | 136 |
|
|
2021
Q2 | $462K | Hold |
1,702
| – | – | 0.08% | 144 |
|
|
2021
Q1 | $414K | Hold |
1,702
| – | – | 0.13% | 90 |
|
|
2020
Q4 | $410K | Hold |
1,702
| – | – | 0.14% | 89 |
|
|
2020
Q3 | $369K | Sell |
1,702
-2
| -0.1% | -$434 | 0.15% | 92 |
|
|
2020
Q2 | $327K | Hold |
1,704
| – | – | 0.15% | 96 |
|
|
2020
Q1 | $257K | Buy |
+1,704
| New | +$257K | 0.15% | 91 |
|