Apella Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Apella Capital’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.51M	Sell	62,525 -18,786	-23%	-$2.48M	0.12%	129
2026 Q1	$10.4M	Sell	81,311 -23,909	-23%	-$2.88M	0.15%	108
2025 Q4	$13M	Sell	105,220 -1,322	-1%	-$162K	0.26%	77
2025 Q3	$12.8M	Buy	106,542 +94,219	+765%	+$10.8M	0.28%	74
2025 Q2	$1.36M	Buy	12,323 +2,105	+21%	+$208K	0.04%	187
2025 Q1	$943K	Buy	10,218 +81	+0.8%	+$8.17K	0.03%	191
2024 Q4	$1.03M	Buy	10,137 +2,493	+33%	+$249K	0.04%	161
2024 Q3	$723K	Buy	7,644 +91	+1%	+$8.4K	0.03%	186
2024 Q2	$726K	Buy	7,553 +504	+7%	+$43.5K	0.03%	176
2024 Q1	$594K	Buy	7,049 +2,757	+64%	+$222K	0.03%	178
2023 Q4	$313K	Hold	4,292	–	–	0.02%	234
2023 Q3	$294K	Hold	4,292	–	–	0.02%	215
2023 Q2	$303K	Buy	+4,292	New	+$284K	0.02%	213
2022 Q4	$260K	Hold	4,448	–	–	0.02%	204
2022 Q3	$257K	Hold	4,448	–	–	0.03%	187
2022 Q2	$268K	Hold	4,448	–	–	0.03%	190
2022 Q1	$340K	Hold	4,448	–	–	0.05%	152
2021 Q4	$372K	Hold	4,448	–	–	0.05%	147
2021 Q3	$329K	Hold	4,448	–	–	0.05%	155
2021 Q2	$324K	Buy	4,448 +156	+4%	+$10.8K	0.05%	166
2021 Q1	$279K	Hold	4,292	–	–	0.09%	114
2020 Q4	$274K	Hold	4,292	–	–	0.1%	113
2020 Q3	$248K	Hold	4,292	–	–	0.1%	108
2020 Q2	$223K	Buy	+4,292	New	+$206K	0.1%	110

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Apella Capital's IVW Position: Q2 2026 in Review

Apella Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q2 2026, selling an estimated $2.48M and leaving 62,525 shares worth $8.51M. The position accounts for 0.12% of the portfolio, ranked #129.

Apella Capital first reported a position in IVW in Q2 2020 and has held it in 24 quarters since. The position peaked at $13M in Q4 2025. 442 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Apella Capital held 62,525 shares of iShares S&P 500 Growth ETF worth $8.51M as of Q2 2026.
Apella Capital sold 18,786 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.48M.
iShares S&P 500 Growth ETF made up 0.12% of Apella Capital's portfolio in Q2 2026, its #129 holding.
Apella Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
Apella Capital's iShares S&P 500 Growth ETF position peaked at $13M in Q4 2025.
442 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.