Apella Capital
IWF icon

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
Q3 		$29.6M Buy
230,108
+2,359
+1% +$289K 0.38% 60
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Apella Capital's IWF Position: Q3 2026 in Review

Apella Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q3 2026, buying an estimated $289K and bringing the position to 230,108 shares worth $29.6M. The position accounts for 0.38% of the portfolio, ranked #60.

Apella Capital first reported a position in IWF in Q1 2020 and has held it in 26 quarters since. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Apella Capital held 230,108 shares of iShares Russell 1000 Growth ETF worth $29.6M as of Q3 2026.
  • Apella Capital bought 2,359 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $289K.
  • iShares Russell 1000 Growth ETF made up 0.38% of Apella Capital's portfolio in Q3 2026, its #60 holding.
  • Apella Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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