Apella Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
3,338
+362
| +12% | +$48.5K | 0.01% | 306 |
|
|
2025
Q1 | $355K | Buy |
2,976
+10
| +0.3% | +$1.19K | 0.01% | 284 |
|
|
2024
Q4 | $384K | Buy |
2,966
+12
| +0.4% | +$1.55K | 0.01% | 254 |
|
|
2024
Q3 | $388K | Buy |
2,954
+11
| +0.4% | +$1.44K | 0.02% | 239 |
|
|
2024
Q2 | $352K | Buy |
2,943
+9
| +0.3% | +$1.08K | 0.02% | 236 |
|
|
2024
Q1 | $365K | Buy |
2,934
+8
| +0.3% | +$994 | 0.02% | 221 |
|
|
2023
Q4 | $333K | Buy |
2,926
+28
| +1% | +$3.19K | 0.02% | 228 |
|
|
2023
Q3 | $302K | Hold |
2,898
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $318K | Buy |
+2,898
| New | +$318K | 0.02% | 208 |
|
|
2022
Q4 | $304K | Buy |
+2,889
| New | +$304K | 0.03% | 191 |
|