Apella Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
2,932
+132
| +5% | +$21.4K | 0.01% | 299 |
|
|
2025
Q1 | $397K | Sell |
2,800
-357
| -11% | -$50.6K | 0.01% | 275 |
|
|
2024
Q4 | $518K | Buy |
3,157
+12
| +0.4% | +$1.97K | 0.02% | 229 |
|
|
2024
Q3 | $515K | Buy |
3,145
+13
| +0.4% | +$2.13K | 0.02% | 214 |
|
|
2024
Q2 | $472K | Buy |
3,132
+377
| +14% | +$56.8K | 0.02% | 212 |
|
|
2024
Q1 | $431K | Buy |
2,755
+9
| +0.3% | +$1.41K | 0.02% | 204 |
|
|
2023
Q4 | $413K | Buy |
2,746
+7
| +0.3% | +$1.05K | 0.02% | 203 |
|
|
2023
Q3 | $371K | Hold |
2,739
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $386K | Buy |
+2,739
| New | +$386K | 0.03% | 185 |
|
|
2022
Q4 | $208K | Buy |
+1,499
| New | +$208K | 0.02% | 223 |
|