Apella Capital
IWM icon

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
Q3 		$6.97M Buy
25,092
+5,169
+26% +$1.52M 0.09% 156
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Apella Capital's IWM Position: Q3 2026 in Review

Apella Capital increased its iShares Russell 2000 ETF (IWM) stake by 26% in Q3 2026, buying an estimated $1.52M and bringing the position to 25,092 shares worth $6.97M. The position accounts for 0.09% of the portfolio, ranked #156.

Apella Capital first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Apella Capital held 25,092 shares of iShares Russell 2000 ETF worth $6.97M as of Q3 2026.
  • Apella Capital bought 5,169 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.52M.
  • iShares Russell 2000 ETF made up 0.09% of Apella Capital's portfolio in Q3 2026, its #156 holding.
  • Apella Capital first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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