Apella Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Apella Capital’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.6M	Sell	227,749 -3,403	-1%	-$410K	0.39%	60
2026 Q1	$27.5M	Buy	231,152 +26,532	+13%	+$3.01M	0.41%	59
2025 Q4	$24.2M	Buy	204,620 +1,508	+0.7%	+$179K	0.48%	50
2025 Q3	$23.6M	Buy	203,112 +95,300	+88%	+$10.6M	0.53%	47
2025 Q2	$11.5M	Sell	107,812 -19,496	-15%	-$1.86M	0.31%	66
2025 Q1	$11.4M	Buy	127,308 +109,768	+626%	+$10.8M	0.39%	54
2024 Q4	$1.76M	Hold	17,540	–	–	0.07%	126
2024 Q3	$1.62M	Buy	17,540 +268	+2%	+$24.3K	0.07%	120
2024 Q2	$1.64M	Buy	17,272 +10,392	+151%	+$887K	0.07%	113
2024 Q1	$576K	Sell	6,880 -444	-6%	-$35.8K	0.03%	179
2023 Q4	$539K	Sell	7,324 -6,884	-48%	-$487K	0.03%	178
2023 Q3	$945K	Buy	14,208 +544	+4%	+$37.6K	0.07%	121
2023 Q2	$940K	Buy	+13,664	New	+$869K	0.07%	121
2022 Q4	$758K	Buy	14,160 +9,040	+177%	+$497K	0.07%	127
2022 Q3	$269K	Hold	5,120	–	–	0.03%	182
2022 Q2	$280K	Sell	5,120 -1,600	-24%	-$96.1K	0.03%	183
2022 Q1	$466K	Hold	6,720	–	–	0.07%	133
2021 Q4	$513K	Hold	6,720	–	–	0.07%	126
2021 Q3	$460K	Sell	6,720 -88	-1%	-$6.22K	0.07%	136
2021 Q2	$462K	Hold	6,808	–	–	0.08%	144
2021 Q1	$414K	Hold	6,808	–	–	0.13%	90
2020 Q4	$410K	Hold	6,808	–	–	0.14%	89
2020 Q3	$369K	Sell	6,808 -8	-0.1%	-$421	0.15%	92
2020 Q2	$327K	Hold	6,816	–	–	0.15%	96
2020 Q1	$257K	Buy	+6,816	New	+$294K	0.15%	91

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Apella Capital's IWF Position: Q2 2026 in Review

Apella Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q2 2026, selling an estimated $410K and leaving 227,749 shares worth $27.6M. The position accounts for 0.39% of the portfolio, ranked #60.

Apella Capital first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. 702 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Apella Capital held 227,749 shares of iShares Russell 1000 Growth ETF worth $27.6M as of Q2 2026.
Apella Capital sold 3,403 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $410K.
iShares Russell 1000 Growth ETF made up 0.39% of Apella Capital's portfolio in Q2 2026, its #60 holding.
Apella Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
702 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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