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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
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Apella Capital's IWD Position: Q2 2026 in Review

Apella Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q2 2026, selling an estimated $731K and leaving 69,260 shares worth $17.2M. The position accounts for 0.24% of the portfolio, ranked #82.

Apella Capital first reported a position in IWD in Q1 2021 and has held it in 21 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Apella Capital held 69,260 shares of iShares Russell 1000 Value ETF worth $17.2M as of Q2 2026.
  • Apella Capital sold 3,137 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $731K.
  • iShares Russell 1000 Value ETF made up 0.24% of Apella Capital's portfolio in Q2 2026, its #82 holding.
  • Apella Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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