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Apella Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Apella Capital’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.34M Hold
17,927
– – 0.1% 138
2026
Q1 		$6.97M Buy
17,927
+1,718
+11% +$640K 0.1% 138
2025
Q4 		$6.05M Buy
16,209
+3,255
+25% +$1.21M 0.12% 123
2025
Q3 		$4.7M Sell
12,954
-81
-0.6% -$28.5K 0.1% 125
2025
Q2 		$4.45M Buy
13,035
+125
+1% +$39.2K 0.12% 116
2025
Q1 		$3.85M Hold
12,910
– – 0.13% 102
2024
Q4 		$4.16M Hold
12,910
– – 0.16% 84
2024
Q3 		$4.03M Hold
12,910
– – 0.17% 76
2024
Q2 		$3.92M Hold
12,910
– – 0.18% 76
2024
Q1 		$3.69M Hold
12,910
– – 0.19% 74
2023
Q4 		$3.32M Buy
12,910
+11,400
+755% +$2.79M 0.19% 77
2023
Q3 		$355K Hold
1,510
– – 0.03% 197
2023
Q2 		$368K Buy
+1,510
New +$348K 0.03% 192
2022
Q4 		$318K Sell
1,510
-794
-34% -$168K 0.03% 188
2022
Q3 		$455K Sell
2,304
-80
-3% -$17.5K 0.05% 143
2022
Q2 		$495K Buy
2,384
+80
+3% +$18.1K 0.06% 144
2022
Q1 		$576K Buy
2,304
+794
+53% +$196K 0.08% 119
2021
Q4 		$399K Hold
1,510
– – 0.05% 141
2021
Q3 		$365K Hold
1,510
– – 0.05% 150
2021
Q2 		$366K Hold
1,510
– – 0.06% 161
2021
Q1 		$338K Hold
1,510
– – 0.11% 101
2020
Q4 		$320K Hold
1,510
– – 0.11% 102
2020
Q3 		$283K Hold
1,510
– – 0.11% 105
2020
Q2 		$259K Hold
1,510
– – 0.12% 107
2020
Q1 		$214K Buy
+1,510
New +$255K 0.12% 99

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Apella Capital's IWB Position: Q2 2026 in Review

Apella Capital held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 17,927 shares worth $7.34M. The position accounts for 0.1% of the portfolio, ranked #138.

Apella Capital first reported a position in IWB in Q1 2020 and has held it in 25 quarters since. 315 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Apella Capital held 17,927 shares of iShares Russell 1000 ETF worth $7.34M as of Q2 2026.
  • Apella Capital left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.1% of Apella Capital's portfolio in Q2 2026, its #138 holding.
  • Apella Capital first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 25 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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