ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Apella Capital, LLC's Holding History (CIK: 0001801507)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 105,220 Value ($000) $12,969 Avg Close — Range —
Q3 2025
Shares 106,542 Value ($000) $12,759 Avg Close — Range —
Q2 2025
Shares 12,323 Value ($000) $1,357 Avg Close — Range —
Q1 2025
Shares 10,218 Value ($000) $943 Avg Close — Range —
Q4 2024
Shares 10,137 Value ($000) $1,029 Avg Close — Range —
Q3 2024
Shares 7,644 Value ($000) $723 Avg Close — Range —
Q2 2024
Shares 7,553 Value ($000) $726 Avg Close — Range —
Q1 2024
Shares 7,049 Value ($000) $594 Avg Close — Range —
Q4 2023
Shares 4,292 Value ($000) $313 Avg Close — Range —
Q3 2023
Shares 4,292 Value ($000) $294 Avg Close — Range —
Q2 2023
Shares 4,292 Value ($000) $303 Avg Close — Range —
Q4 2022
Shares 4,448 Value ($000) $260 Avg Close — Range —
Q3 2022
Shares 4,448 Value ($000) $257 Avg Close — Range —
Q2 2022
Shares 4,448 Value ($000) $268 Avg Close — Range —
Q1 2022
Shares 4,448 Value ($000) $340 Avg Close — Range —
Q4 2021
Shares 4,448 Value ($000) $372 Avg Close — Range —
Q3 2021
Shares 4,448 Value ($000) $330 Avg Close — Range —
Q2 2021
Shares 4,448 Value ($000) $324 Avg Close — Range —
Q1 2021
Shares 4,292 Value ($000) $279 Avg Close — Range —
Q4 2020
Shares 4,292 Value ($000) $274 Avg Close — Range —
Q3 2020
Shares 1,073 Value ($000) $248 Avg Close — Range —
Q2 2020
Shares 1,073 Value ($000) $223 Avg Close — Range —