Apella Capital’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $548K | Hold |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $853K | Sell |
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|
2021
Q3 | $798K | Sell |
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|
2021
Q2 | $817K | Sell |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $726K | Sell |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $653K | Sell |
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|
2020
Q1 | $564K | Buy |
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