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

Apella Capital’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$663K Sell
4,000
-192
-5% -$30.3K 0.01% 421
2026
Q1 		$654K Buy
4,192
+593
+16% +$88K 0.01% 416
2025
Q4 		$508K Buy
3,599
+135
+4% +$18.9K 0.01% 360
2025
Q3 		$476K Buy
3,464
+126
+4% +$17.2K 0.01% 331
2025
Q2 		$447K Buy
3,338
+362
+12% +$45.4K 0.01% 306
2025
Q1 		$355K Buy
2,976
+10
+0.3% +$1.3K 0.01% 284
2024
Q4 		$384K Buy
2,966
+12
+0.4% +$1.61K 0.01% 254
2024
Q3 		$388K Buy
2,954
+11
+0.4% +$1.39K 0.02% 239
2024
Q2 		$352K Buy
2,943
+9
+0.3% +$1.09K 0.02% 236
2024
Q1 		$365K Buy
2,934
+8
+0.3% +$942 0.02% 221
2023
Q4 		$333K Buy
2,926
+28
+1% +$2.98K 0.02% 228
2023
Q3 		$302K Hold
2,898
– – 0.02% 214
2023
Q2 		$318K Buy
+2,898
New +$305K 0.02% 208
2022
Q4 		$304K Buy
+2,889
New +$303K 0.03% 191

Other funds holding IWS

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's IWS Position: Q2 2026 in Review

Apella Capital reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.6% in Q2 2026, selling an estimated $30.3K and leaving 4,000 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #421.

Apella Capital first reported a position in IWS in Q4 2022 and has held it in 14 quarters since. 193 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Apella Capital held 4,000 shares of iShares Russell Mid-Cap Value ETF worth $663K as of Q2 2026.
  • Apella Capital sold 192 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $30.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #421 holding.
  • Apella Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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