Apella Capital’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.33M | Buy |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.57M | Hold |
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|
2023
Q2 | $1.63M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.59M | Hold |
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|
2021
Q2 | $1.6M | Hold |
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|
2021
Q1 | $1.48M | Hold |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.39M | Hold |
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|
2020
Q2 | $1.28M | Hold |
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|
2020
Q1 | $1.05M | Buy |
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