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 Q3	$15M	Buy	102,740 +40,215	+64%	+$5.58M	0.19%	95
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%	+$43.4K	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	$302K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Apella Capital's IVW Position: Q3 2026 in Review

Apella Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 64% in Q3 2026, buying an estimated $5.58M and bringing the position to 102,740 shares worth $15M. The position accounts for 0.19% of the portfolio, ranked #95.

Apella Capital first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Apella Capital held 102,740 shares of iShares S&P 500 Growth ETF worth $15M as of Q3 2026.
Apella Capital bought 40,215 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $5.58M.
iShares S&P 500 Growth ETF made up 0.19% of Apella Capital's portfolio in Q3 2026, its #95 holding.
Apella Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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