ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 18,336 Value ($000) $4,513 Avg Close Range
Q3 2025
Shares 11,424 Value ($000) $2,800 Avg Close Range
Q2 2025
Shares 11,366 Value ($000) $2,498 Avg Close Range
Q1 2025
Shares 10,658 Value ($000) $2,022 Avg Close Range
Q4 2024
Shares 10,476 Value ($000) $2,315 Avg Close Range
Q3 2024
Shares 9,786 Value ($000) $2,129 Avg Close Range
Q2 2024
Shares 9,776 Value ($000) $1,969 Avg Close Range
Q1 2024
Shares 9,737 Value ($000) $2,010 Avg Close Range
Q4 2023
Shares 9,730 Value ($000) $1,886 Avg Close Range
Q3 2023
Shares 4,092 Value ($000) $723 Avg Close Range
Q2 2023
Shares 4,081 Value ($000) $764 Avg Close Range
Q4 2022
Shares 2,581 Value ($000) $450 Avg Close Range
Q3 2022
Shares 1,617 Value ($000) $267 Avg Close Range
Q2 2022
Shares 1,602 Value ($000) $271 Avg Close Range
Q1 2022
Shares 1,540 Value ($000) $316 Avg Close Range
Q4 2021
Shares 1,429 Value ($000) $318 Avg Close Range
Q3 2021
Shares 1,468 Value ($000) $324 Avg Close Range
Q2 2021
Shares 1,510 Value ($000) $346 Avg Close Range
Q1 2021
Shares 1,162 Value ($000) $257 Avg Close Range
Q4 2020
Shares 1,162 Value ($000) $228 Avg Close Range