ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 26,542 Value ($000) $10,268 Avg Close Range
Q3 2025
Shares 6,192 Value ($000) $2,329 Avg Close Range
Q2 2025
Shares 6,190 Value ($000) $2,187 Avg Close Range
Q1 2025
Shares 6,432 Value ($000) $1,983 Avg Close Range
Q4 2024
Shares 6,429 Value ($000) $2,149 Avg Close Range
Q3 2024
Shares 6,426 Value ($000) $2,081 Avg Close Range
Q2 2024
Shares 6,422 Value ($000) $2,019 Avg Close Range
Q1 2024
Shares 6,454 Value ($000) $1,921 Avg Close Range
Q4 2023
Shares 6,451 Value ($000) $1,731 Avg Close Range
Q3 2023
Shares 6,409 Value ($000) $1,570 Avg Close Range
Q2 2023
Shares 6,409 Value ($000) $1,631 Avg Close Range
Q4 2022
Shares 6,974 Value ($000) $1,539 Avg Close Range
Q3 2022
Shares 5,953 Value ($000) $1,233 Avg Close Range
Q2 2022
Shares 6,053 Value ($000) $1,316 Avg Close Range
Q1 2022
Shares 6,109 Value ($000) $1,603 Avg Close Range
Q4 2021
Shares 6,189 Value ($000) $1,717 Avg Close Range
Q3 2021
Shares 6,250 Value ($000) $1,607 Avg Close Range
Q2 2021
Shares 6,250 Value ($000) $1,599 Avg Close Range
Q1 2021
Shares 6,250 Value ($000) $1,483 Avg Close Range
Q4 2020
Shares 6,250 Value ($000) $1,397 Avg Close Range
Q3 2020
Shares 7,095 Value ($000) $1,389 Avg Close Range
Q2 2020
Shares 7,095 Value ($000) $1,278 Avg Close Range
Q1 2020
Shares 7,095 Value ($000) $1,052 Avg Close Range