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Apella Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Apella Capital’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.25M Buy
3,512
+1,845
+111% +$696K 0.02% 368
2026
Q2 		$643K Buy
1,667
+43
+3% +$15.7K 0.01% 429
2026
Q1 		$579K Buy
+1,624
New +$540K 0.01% 437

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital's IWO Position: Q3 2026 in Review

Apella Capital increased its iShares Russell 2000 Growth ETF (IWO) stake by 111% in Q3 2026, buying an estimated $696K and bringing the position to 3,512 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #368.

Apella Capital first reported a position in IWO in Q1 2026 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Apella Capital held 3,512 shares of iShares Russell 2000 Growth ETF worth $1.25M as of Q3 2026.
  • Apella Capital bought 1,845 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $696K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #368 holding.
  • Apella Capital first reported a position in iShares Russell 2000 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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