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Apella Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Apella Capital’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Buy
2,385
+125
+6% +$17.2K ﹤0.01% 563
2026
Q1 		$311K Buy
+2,260
New +$306K ﹤0.01% 544

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Apella Capital's IWP Position: Q2 2026 in Review

Apella Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.5% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,385 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Apella Capital first reported a position in IWP in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Apella Capital held 2,385 shares of iShares Russell Mid-Cap Growth ETF worth $339K as of Q2 2026.
  • Apella Capital bought 125 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #563 holding.
  • Apella Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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