Apella Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
11,366
+708
| +7% | +$156K | 0.07% | 151 |
|
|
2025
Q1 | $2.02M | Buy |
10,658
+182
| +2% | +$34.5K | 0.07% | 138 |
|
|
2024
Q4 | $2.31M | Buy |
10,476
+690
| +7% | +$152K | 0.09% | 106 |
|
|
2024
Q3 | $2.13M | Buy |
9,786
+10
| +0.1% | +$2.18K | 0.09% | 101 |
|
|
2024
Q2 | $1.97M | Buy |
9,776
+39
| +0.4% | +$7.86K | 0.09% | 101 |
|
|
2024
Q1 | $2.01M | Buy |
9,737
+7
| +0.1% | +$1.45K | 0.1% | 96 |
|
|
2023
Q4 | $1.89M | Buy |
9,730
+5,638
| +138% | +$1.09M | 0.11% | 95 |
|
|
2023
Q3 | $723K | Buy |
4,092
+11
| +0.3% | +$1.94K | 0.05% | 141 |
|
|
2023
Q2 | $764K | Buy |
+4,081
| New | +$764K | 0.05% | 138 |
|
|
2022
Q4 | $450K | Buy |
2,581
+964
| +60% | +$168K | 0.04% | 160 |
|
|
2022
Q3 | $267K | Buy |
1,617
+15
| +0.9% | +$2.48K | 0.03% | 185 |
|
|
2022
Q2 | $271K | Buy |
1,602
+62
| +4% | +$10.5K | 0.03% | 188 |
|
|
2022
Q1 | $316K | Buy |
1,540
+111
| +8% | +$22.8K | 0.04% | 166 |
|
|
2021
Q4 | $318K | Buy |
1,429
+81
| +6% | +$18K | 0.04% | 160 |
|
|
2021
Q3 | $295K | Sell |
1,348
-162
| -11% | -$35.5K | 0.04% | 161 |
|
|
2021
Q2 | $346K | Buy |
1,510
+348
| +30% | +$79.7K | 0.06% | 163 |
|
|
2021
Q1 | $257K | Hold |
1,162
| – | – | 0.08% | 116 |
|
|
2020
Q4 | $228K | Buy |
+1,162
| New | +$228K | 0.08% | 121 |
|