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Apella Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Apella Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.9M Sell
19,923
-65
-0.3% -$18.3K 0.08% 155
2026
Q1 		$5.51M Buy
19,988
+1,652
+9% +$426K 0.08% 155
2025
Q4 		$4.51M Buy
18,336
+6,912
+61% +$1.7M 0.09% 138
2025
Q3 		$2.8M Buy
11,424
+58
+0.5% +$13.3K 0.06% 160
2025
Q2 		$2.5M Buy
11,366
+708
+7% +$142K 0.07% 151
2025
Q1 		$2.02M Buy
10,658
+182
+2% +$39.5K 0.07% 138
2024
Q4 		$2.31M Buy
10,476
+690
+7% +$157K 0.09% 106
2024
Q3 		$2.13M Buy
9,786
+10
+0.1% +$2.14K 0.09% 101
2024
Q2 		$1.97M Buy
9,776
+39
+0.4% +$7.88K 0.09% 101
2024
Q1 		$2.01M Buy
9,737
+7
+0.1% +$1.4K 0.1% 96
2023
Q4 		$1.89M Buy
9,730
+5,638
+138% +$1.01M 0.11% 95
2023
Q3 		$723K Buy
4,092
+11
+0.3% +$2.06K 0.05% 141
2023
Q2 		$764K Buy
+4,081
New +$728K 0.05% 138
2022
Q4 		$450K Buy
2,581
+964
+60% +$171K 0.04% 160
2022
Q3 		$267K Buy
1,617
+15
+0.9% +$2.74K 0.03% 185
2022
Q2 		$271K Buy
1,602
+62
+4% +$11.4K 0.03% 188
2022
Q1 		$316K Buy
1,540
+111
+8% +$22.6K 0.04% 166
2021
Q4 		$318K Buy
1,429
+81
+6% +$18.3K 0.04% 160
2021
Q3 		$295K Sell
1,348
-162
-11% -$35.9K 0.04% 161
2021
Q2 		$346K Buy
1,510
+348
+30% +$78.2K 0.06% 163
2021
Q1 		$257K Hold
1,162
– – 0.08% 116
2020
Q4 		$228K Buy
+1,162
New +$203K 0.08% 121

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Apella Capital's IWM Position: Q2 2026 in Review

Apella Capital reduced its iShares Russell 2000 ETF (IWM) stake by 0.33% in Q2 2026, selling an estimated $18.3K and leaving 19,923 shares worth $5.9M. The position accounts for 0.08% of the portfolio, ranked #155.

Apella Capital first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. 675 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Apella Capital held 19,923 shares of iShares Russell 2000 ETF worth $5.9M as of Q2 2026.
  • Apella Capital sold 65 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell 2000 ETF made up 0.08% of Apella Capital's portfolio in Q2 2026, its #155 holding.
  • Apella Capital first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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