ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 118,822 Value ($000) $11,188 Avg Close Range
Q3 2025
Shares 141,035 Value ($000) $13,163 Avg Close Range
Q2 2025
Shares 167,403 Value ($000) $15,709 Avg Close Range
Q1 2025
Shares 198,936 Value ($000) $17,876 Avg Close Range
Q4 2024
Shares 264,526 Value ($000) $23,487 Avg Close Range
Q3 2024
Shares 319,280 Value ($000) $29,048 Avg Close Range
Q2 2024
Shares 314,231 Value ($000) $26,399 Avg Close Range
Q1 2024
Shares 309,367 Value ($000) $25,464 Avg Close Range
Q4 2023
Shares 317,911 Value ($000) $24,797 Avg Close Range
Q3 2023
Shares 335,274 Value ($000) $24,267 Avg Close Range
Q2 2023
Shares 333,278 Value ($000) $24,773 Avg Close Range
Q4 2022
Shares 279,905 Value ($000) $20,181 Avg Close Range
Q3 2022
Shares 234,784 Value ($000) $15,519 Avg Close Range
Q2 2022
Shares 205,798 Value ($000) $14,449 Avg Close Range
Q1 2022
Shares 168,712 Value ($000) $13,087 Avg Close Range
Q4 2021
Shares 132,455 Value ($000) $10,715 Avg Close Range
Q3 2021
Shares 56,541 Value ($000) $4,169 Avg Close Range
Q2 2021
Shares 45,439 Value ($000) $3,345 Avg Close Range
Q1 2021
Shares 41,448 Value ($000) $2,868 Avg Close Range
Q4 2020
Shares 33,354 Value ($000) $2,264 Avg Close Range
Q3 2020
Shares 30,629 Value ($000) $1,952 Avg Close Range
Q2 2020
Shares 26,281 Value ($000) $1,593 Avg Close Range
Q1 2020
Shares 21,342 Value ($000) $1,153 Avg Close Range