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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Apella Capital's IWR Position: Q2 2026 in Review

Apella Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,684 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #362.

Apella Capital first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Apella Capital held 9,684 shares of iShares Russell Mid-Cap ETF worth $1.07M as of Q2 2026.
Apella Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #362 holding.
Apella Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
392 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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