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iShares Russell 2000 Value Index shares owned by Apella Capital

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $431k 2.8k 156.46
2023-12-31 $413k 2.7k 150.56
2023-09-30 $371k 2.7k 135.54
2023-06-30 $386k 2.7k 140.79
2022-12-31 $208k 1.5k 138.71

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
Starboard Value
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
UBS Group
D.A. Davidson & Co.
Wells Fargo & Company
Betterment
M^T Bank Corporation
Alaska Permanent Fund Corp
Northern Trust

View all funds holding iShares Russell 2000 Value Index