Apella Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.8M | Buy |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $764K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $228K | Buy |
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