Apella Capital
IVV icon

Apella Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Apella Capital’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.1M Buy
68,054
+59,699
+715% +$45.6M 0.67% 38
2026
Q2 		$6.27M Sell
8,355
-34
-0.4% -$24.8K 0.09% 148
2026
Q1 		$5.98M Buy
8,389
+2,995
+56% +$2.05M 0.09% 147
2025
Q4 		$3.69M Buy
5,394
+3,198
+146% +$2.17M 0.07% 152
2025
Q3 		$1.46M Buy
2,196
+73
+3% +$47K 0.03% 205
2025
Q2 		$1.32M Buy
2,123
+645
+44% +$370K 0.04% 189
2025
Q1 		$808K Sell
1,478
-71
-5% -$41.9K 0.03% 213
2024
Q4 		$912K Buy
1,549
+75
+5% +$44.4K 0.04% 170
2024
Q3 		$842K Buy
1,474
+67
+5% +$37.3K 0.03% 168
2024
Q2 		$786K Buy
1,407
+99
+8% +$52.1K 0.04% 169
2024
Q1 		$683K Buy
1,308
+10
+0.8% +$5K 0.03% 169
2023
Q4 		$610K Sell
1,298
-41
-3% -$18.4K 0.03% 172
2023
Q3 		$575K Sell
1,339
-148
-10% -$66.2K 0.04% 162
2023
Q2 		$663K Buy
+1,487
New +$627K 0.05% 149
2022
Q4 		$555K Sell
1,444
-379
-21% -$146K 0.05% 146
2022
Q3 		$654K Buy
1,823
+141
+8% +$56.3K 0.08% 115
2022
Q2 		$638K Buy
1,682
+328
+24% +$135K 0.08% 121
2022
Q1 		$614K Buy
1,354
+143
+12% +$64K 0.09% 111
2021
Q4 		$578K Buy
1,211
+78
+7% +$35.9K 0.07% 123
2021
Q3 		$488K Sell
1,133
-170
-13% -$75.3K 0.07% 133
2021
Q2 		$560K Buy
1,303
+258
+25% +$108K 0.09% 129
2021
Q1 		$416K Sell
1,045
-214
-17% -$82.9K 0.13% 89
2020
Q4 		$473K Buy
1,259
+137
+12% +$48.8K 0.17% 86
2020
Q3 		$377K Sell
1,122
-105
-9% -$34.9K 0.15% 90
2020
Q2 		$380K Buy
1,227
+126
+11% +$37K 0.18% 86
2020
Q1 		$284K Buy
+1,101
New +$337K 0.17% 86

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Apella Capital's IVV Position: Q3 2026 in Review

Apella Capital increased its iShares Core S&P 500 ETF (IVV) stake by 715% in Q3 2026, buying an estimated $45.6M and bringing the position to 68,054 shares worth $53.1M. The position accounts for 0.67% of the portfolio, ranked #38.

Apella Capital first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Apella Capital held 68,054 shares of iShares Core S&P 500 ETF worth $53.1M as of Q3 2026.
  • Apella Capital bought 59,699 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $45.6M.
  • iShares Core S&P 500 ETF made up 0.67% of Apella Capital's portfolio in Q3 2026, its #38 holding.
  • Apella Capital first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.