iShares Russell 1000 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 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 1000 Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 13k | 362.66 |
| 2025-06-30 | $4.4M | 13k | 341.37 |
| 2025-03-31 | $3.8M | 13k | 298.05 |
| 2024-12-31 | $4.2M | 13k | 322.16 |
| 2024-09-30 | $4.0M | 13k | 311.79 |
| 2024-06-30 | $3.9M | 13k | 303.37 |
| 2024-03-31 | $3.7M | 13k | 285.98 |
| 2023-12-31 | $3.3M | 13k | 257.46 |
| 2023-09-30 | $355k | 1.5k | 234.91 |
| 2023-06-30 | $368k | 1.5k | 243.74 |
| 2022-12-31 | $318k | 1.5k | 210.52 |
| 2022-09-30 | $455k | 2.3k | 197.48 |
| 2022-06-30 | $495k | 2.4k | 207.63 |
| 2022-03-31 | $576k | 2.3k | 250.00 |
| 2021-12-31 | $399k | 1.5k | 264.24 |
| 2021-09-30 | $368k | 1.5k | 243.71 |
| 2021-06-30 | $366k | 1.5k | 242.38 |
| 2021-03-31 | $338k | 1.5k | 223.84 |
| 2020-12-31 | $320k | 1.5k | 211.92 |
| 2020-09-30 | $283k | 1.5k | 187.42 |
| 2020-06-30 | $259k | 1.5k | 171.52 |
| 2020-03-31 | $214k | 1.5k | 141.72 |