ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 71,858 Value ($000) $15,115 Avg Close — Range —
Q3 2025
Shares 73,272 Value ($000) $14,789 Avg Close — Range —
Q2 2025
Shares 44,658 Value ($000) $8,748 Avg Close — Range —
Q1 2025
Shares 56,372 Value ($000) $10,075 Avg Close — Range —
Q4 2024
Shares 7,589 Value ($000) $1,405 Avg Close — Range —
Q3 2024
Shares 7,514 Value ($000) $1,420 Avg Close — Range —
Q2 2024
Shares 7,797 Value ($000) $1,356 Avg Close — Range —
Q1 2024
Shares 7,354 Value ($000) $1,304 Avg Close — Range —
Q4 2023
Shares 7,401 Value ($000) $1,214 Avg Close — Range —
Q3 2023
Shares 5,864 Value ($000) $890 Avg Close — Range —
Q2 2023
Shares 5,719 Value ($000) $903 Avg Close — Range —
Q4 2022
Shares 5,288 Value ($000) $802 Avg Close — Range —
Q3 2022
Shares 1,553 Value ($000) $211 Avg Close — Range —
Q2 2022
Shares 1,553 Value ($000) $225 Avg Close — Range —
Q1 2022
Shares 1,332 Value ($000) $221 Avg Close — Range —
Q4 2021
Shares 1,332 Value ($000) $224 Avg Close — Range —
Q3 2021
Shares 1,332 Value ($000) $212 Avg Close — Range —
Q2 2021
Shares 1,332 Value ($000) $211 Avg Close — Range —
Q1 2021
Shares 1,332 Value ($000) $202 Avg Close — Range —