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 Q3	$656K	Buy	4,028 +28	+0.7%	+$4.69K	0.01%	462
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Apella Capital's IWS Position: Q3 2026 in Review

Apella Capital increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.7% in Q3 2026, buying an estimated $4.69K and bringing the position to 4,028 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #462.

Apella Capital first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. The position peaked at $663K in Q2 2026. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Apella Capital held 4,028 shares of iShares Russell Mid-Cap Value ETF worth $656K as of Q3 2026.
Apella Capital bought 28 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $4.69K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #462 holding.
Apella Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Apella Capital's iShares Russell Mid-Cap Value ETF position peaked at $663K in Q2 2026.
317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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