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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

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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. 165 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.
  • 165 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.