iShares Russell 1000 Value Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 73k | 201.84 |
| 2025-06-30 | $8.7M | 45k | 195.88 |
| 2025-03-31 | $10M | 56k | 178.73 |
| 2024-12-31 | $1.4M | 7.6k | 185.14 |
| 2024-09-30 | $1.4M | 7.5k | 189.04 |
| 2024-06-30 | $1.4M | 7.8k | 173.97 |
| 2024-03-31 | $1.3M | 7.4k | 177.30 |
| 2023-12-31 | $1.2M | 7.4k | 164.08 |
| 2023-09-30 | $890k | 5.9k | 151.82 |
| 2023-06-30 | $903k | 5.7k | 157.83 |
| 2022-12-31 | $802k | 5.3k | 151.65 |
| 2022-09-30 | $211k | 1.6k | 135.87 |
| 2022-06-30 | $225k | 1.6k | 144.88 |
| 2022-03-31 | $221k | 1.3k | 165.92 |
| 2021-12-31 | $224k | 1.3k | 168.17 |
| 2021-09-30 | $212k | 1.3k | 159.16 |
| 2021-06-30 | $211k | 1.3k | 158.41 |
| 2021-03-31 | $202k | 1.3k | 151.65 |
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