Apella Capital
IWR icon

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

Apella Capital’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44M Buy
13,318
+3,634
+38% +$402K 0.02% 331
2026
Q2 		$1.07M Hold
9,684
– – 0.02% 362
2026
Q1 		$1.01M Buy
9,684
+4,029
+71% +$402K 0.02% 368
2025
Q4 		$544K Buy
5,655
+3,502
+163% +$337K 0.01% 347
2025
Q3 		$205K Sell
2,153
-186
-8% -$17.6K ﹤0.01% 455
2025
Q2 		$218K Buy
+2,339
New +$202K 0.01% 399

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital's IWR Position: Q3 2026 in Review

Apella Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 38% in Q3 2026, buying an estimated $402K and bringing the position to 13,318 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #331.

Apella Capital first reported a position in IWR in Q2 2025 and has held it in 6 quarters since. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Apella Capital held 13,318 shares of iShares Russell Mid-Cap ETF worth $1.44M as of Q3 2026.
  • Apella Capital bought 3,634 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $402K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #331 holding.
  • Apella Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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