Apella Capital
IWD icon

Apella Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Apella Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.2M Buy
72,554
+3,294
+5% +$833K 0.23% 84
2026
Q2 		$17.2M Sell
69,260
-3,137
-4% -$731K 0.24% 82
2026
Q1 		$16.4M Buy
72,397
+539
+0.8% +$118K 0.24% 82
2025
Q4 		$15.1M Sell
71,858
-1,414
-2% -$292K 0.3% 70
2025
Q3 		$14.8M Buy
73,272
+28,614
+64% +$5.69M 0.33% 67
2025
Q2 		$8.75M Sell
44,658
-11,714
-21% -$2.17M 0.24% 79
2025
Q1 		$10.1M Buy
56,372
+48,783
+643% +$9.29M 0.35% 64
2024
Q4 		$1.41M Buy
7,589
+75
+1% +$14.4K 0.05% 141
2024
Q3 		$1.42M Sell
7,514
-283
-4% -$51.6K 0.06% 127
2024
Q2 		$1.36M Buy
7,797
+443
+6% +$77.5K 0.06% 132
2024
Q1 		$1.3M Sell
7,354
-47
-0.6% -$7.95K 0.07% 124
2023
Q4 		$1.21M Buy
7,401
+1,537
+26% +$237K 0.07% 124
2023
Q3 		$890K Buy
5,864
+145
+3% +$23K 0.06% 123
2023
Q2 		$903K Buy
+5,719
New +$874K 0.06% 124
2022
Q4 		$802K Buy
5,288
+3,735
+241% +$559K 0.07% 122
2022
Q3 		$211K Hold
1,553
– – 0.02% 201
2022
Q2 		$225K Buy
1,553
+221
+17% +$34.6K 0.03% 202
2022
Q1 		$221K Hold
1,332
– – 0.03% 190
2021
Q4 		$224K Hold
1,332
– – 0.03% 185
2021
Q3 		$208K Hold
1,332
– – 0.03% 194
2021
Q2 		$211K Hold
1,332
– – 0.03% 201
2021
Q1 		$202K Buy
+1,332
New +$193K 0.06% 127

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apella Capital's IWD Position: Q3 2026 in Review

Apella Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q3 2026, buying an estimated $833K and bringing the position to 72,554 shares worth $18.2M. The position accounts for 0.23% of the portfolio, ranked #84.

Apella Capital first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Apella Capital held 72,554 shares of iShares Russell 1000 Value ETF worth $18.2M as of Q3 2026.
  • Apella Capital bought 3,294 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $833K.
  • iShares Russell 1000 Value ETF made up 0.23% of Apella Capital's portfolio in Q3 2026, its #84 holding.
  • Apella Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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