Apella Capital’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
6,190
-242
| -4% | -$85.5K | 0.06% | 160 |
|
|
2025
Q1 | $1.98M | Buy |
6,432
+3
| +0% | +$925 | 0.07% | 139 |
|
|
2024
Q4 | $2.15M | Buy |
6,429
+3
| +0% | +$1K | 0.08% | 112 |
|
|
2024
Q3 | $2.08M | Buy |
6,426
+4
| +0.1% | +$1.3K | 0.09% | 102 |
|
|
2024
Q2 | $2.02M | Sell |
6,422
-32
| -0.5% | -$10.1K | 0.09% | 97 |
|
|
2024
Q1 | $1.92M | Buy |
6,454
+3
| +0% | +$893 | 0.1% | 99 |
|
|
2023
Q4 | $1.73M | Buy |
6,451
+42
| +0.7% | +$11.3K | 0.1% | 100 |
|
|
2023
Q3 | $1.57M | Hold |
6,409
| – | – | 0.11% | 92 |
|
|
2023
Q2 | $1.63M | Buy |
+6,409
| New | +$1.63M | 0.12% | 92 |
|
|
2022
Q4 | $1.54M | Buy |
6,974
+1,021
| +17% | +$225K | 0.14% | 82 |
|
|
2022
Q3 | $1.23M | Sell |
5,953
-100
| -2% | -$20.7K | 0.14% | 84 |
|
|
2022
Q2 | $1.32M | Sell |
6,053
-56
| -0.9% | -$12.2K | 0.16% | 86 |
|
|
2022
Q1 | $1.6M | Sell |
6,109
-80
| -1% | -$21K | 0.23% | 66 |
|
|
2021
Q4 | $1.72M | Sell |
6,189
-61
| -1% | -$16.9K | 0.22% | 65 |
|
|
2021
Q3 | $1.59M | Hold |
6,250
| – | – | 0.23% | 73 |
|
|
2021
Q2 | $1.6M | Hold |
6,250
| – | – | 0.26% | 71 |
|
|
2021
Q1 | $1.48M | Hold |
6,250
| – | – | 0.47% | 45 |
|
|
2020
Q4 | $1.4M | Sell |
6,250
-845
| -12% | -$189K | 0.49% | 45 |
|
|
2020
Q3 | $1.39M | Hold |
7,095
| – | – | 0.56% | 37 |
|
|
2020
Q2 | $1.28M | Hold |
7,095
| – | – | 0.6% | 41 |
|
|
2020
Q1 | $1.05M | Buy |
+7,095
| New | +$1.05M | 0.61% | 45 |
|