Apella Capital
IWN icon

Apella Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Apella Capital’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.56M Buy
12,209
+7,219
+145% +$1.6M 0.03% 255
2026
Q2 		$1.1M Buy
4,990
+9
+0.2% +$1.88K 0.02% 356
2026
Q1 		$1.03M Buy
4,981
+1,009
+25% +$195K 0.02% 365
2025
Q4 		$720K Sell
3,972
-126
-3% -$22.6K 0.01% 306
2025
Q3 		$725K Buy
4,098
+1,166
+40% +$197K 0.02% 283
2025
Q2 		$476K Buy
2,932
+132
+5% +$19.7K 0.01% 299
2025
Q1 		$397K Sell
2,800
-357
-11% -$57.7K 0.01% 275
2024
Q4 		$518K Buy
3,157
+12
+0.4% +$2.05K 0.02% 229
2024
Q3 		$515K Buy
3,145
+13
+0.4% +$2.11K 0.02% 214
2024
Q2 		$472K Buy
3,132
+377
+14% +$57.7K 0.02% 212
2024
Q1 		$431K Buy
2,755
+9
+0.3% +$1.36K 0.02% 204
2023
Q4 		$413K Buy
2,746
+7
+0.3% +$970 0.02% 203
2023
Q3 		$371K Hold
2,739
– – 0.03% 192
2023
Q2 		$386K Buy
+2,739
New +$370K 0.03% 185
2022
Q4 		$208K Buy
+1,499
New +$212K 0.02% 223

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Hillcrest Wealth Advisors
Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Apella Capital's IWN Position: Q3 2026 in Review

Apella Capital increased its iShares Russell 2000 Value ETF (IWN) stake by 145% in Q3 2026, buying an estimated $1.6M and bringing the position to 12,209 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #255.

Apella Capital first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 280 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Apella Capital held 12,209 shares of iShares Russell 2000 Value ETF worth $2.56M as of Q3 2026.
  • Apella Capital bought 7,219 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $1.6M.
  • iShares Russell 2000 Value ETF made up 0.03% of Apella Capital's portfolio in Q3 2026, its #255 holding.
  • Apella Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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