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Apella Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Apella Capital’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.72M Sell
20,446
-50
-0.2% -$20.6K 0.12% 127
2026
Q1 		$8.29M Sell
20,496
-6,046
-23% -$2.34M 0.12% 128
2025
Q4 		$10.3M Buy
26,542
+20,350
+329% +$7.81M 0.2% 92
2025
Q3 		$2.33M Buy
6,192
+2
+0% +$729 0.05% 173
2025
Q2 		$2.19M Sell
6,190
-242
-4% -$78.6K 0.06% 160
2025
Q1 		$1.98M Buy
6,432
+3
+0% +$1.01K 0.07% 139
2024
Q4 		$2.15M Buy
6,429
+3
+0% +$1.01K 0.08% 112
2024
Q3 		$2.08M Buy
6,426
+4
+0.1% +$1.26K 0.09% 102
2024
Q2 		$2.02M Sell
6,422
-32
-0.5% -$9.55K 0.09% 97
2024
Q1 		$1.92M Buy
6,454
+3
+0% +$856 0.1% 99
2023
Q4 		$1.73M Buy
6,451
+42
+0.7% +$10.7K 0.1% 100
2023
Q3 		$1.57M Hold
6,409
– – 0.11% 92
2023
Q2 		$1.63M Buy
+6,409
New +$1.54M 0.12% 92
2022
Q4 		$1.54M Buy
6,974
+1,021
+17% +$227K 0.14% 82
2022
Q3 		$1.23M Sell
5,953
-100
-2% -$23K 0.14% 84
2022
Q2 		$1.32M Sell
6,053
-56
-0.9% -$13.3K 0.16% 86
2022
Q1 		$1.6M Sell
6,109
-80
-1% -$20.7K 0.23% 66
2021
Q4 		$1.72M Sell
6,189
-61
-1% -$16.5K 0.22% 65
2021
Q3 		$1.59M Hold
6,250
– – 0.23% 73
2021
Q2 		$1.6M Hold
6,250
– – 0.26% 71
2021
Q1 		$1.48M Hold
6,250
– – 0.47% 45
2020
Q4 		$1.4M Sell
6,250
-845
-12% -$177K 0.49% 45
2020
Q3 		$1.39M Hold
7,095
– – 0.56% 37
2020
Q2 		$1.28M Hold
7,095
– – 0.6% 41
2020
Q1 		$1.05M Buy
+7,095
New +$1.26M 0.61% 45

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apella Capital's IWV Position: Q2 2026 in Review

Apella Capital reduced its iShares Russell 3000 ETF (IWV) stake by 0.24% in Q2 2026, selling an estimated $20.6K and leaving 20,446 shares worth $8.72M. The position accounts for 0.12% of the portfolio, ranked #127.

Apella Capital first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Apella Capital held 20,446 shares of iShares Russell 3000 ETF worth $8.72M as of Q2 2026.
  • Apella Capital sold 50 iShares Russell 3000 ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Russell 3000 ETF made up 0.12% of Apella Capital's portfolio in Q2 2026, its #127 holding.
  • Apella Capital first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares Russell 3000 ETF position peaked at $10.3M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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