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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Apella Capital's IWN Position: Q2 2026 in Review

Apella Capital increased its iShares Russell 2000 Value ETF (IWN) stake by 0.18% in Q2 2026, buying an estimated $1.88K and bringing the position to 4,990 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #356.

Apella Capital first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. 208 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Apella Capital held 4,990 shares of iShares Russell 2000 Value ETF worth $1.1M as of Q2 2026.
  • Apella Capital bought 9 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.88K.
  • iShares Russell 2000 Value ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #356 holding.
  • Apella Capital first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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