ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 3,972 Value ($000) $720 Avg Close — Range —
Q3 2025
Shares 4,098 Value ($000) $725 Avg Close — Range —
Q2 2025
Shares 2,932 Value ($000) $476 Avg Close — Range —
Q1 2025
Shares 2,800 Value ($000) $397 Avg Close — Range —
Q4 2024
Shares 3,157 Value ($000) $518 Avg Close — Range —
Q3 2024
Shares 3,145 Value ($000) $515 Avg Close — Range —
Q2 2024
Shares 3,132 Value ($000) $472 Avg Close — Range —
Q1 2024
Shares 2,755 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 2,746 Value ($000) $413 Avg Close — Range —
Q3 2023
Shares 2,739 Value ($000) $371 Avg Close — Range —
Q2 2023
Shares 2,739 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 1,499 Value ($000) $208 Avg Close — Range —