iShares Russell 2000 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 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 Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 9.8k | 217.59 |
| 2024-06-30 | $2.0M | 9.8k | 201.41 |
| 2024-03-31 | $2.0M | 9.7k | 206.39 |
| 2023-12-31 | $1.9M | 9.7k | 193.83 |
| 2023-09-30 | $723k | 4.1k | 176.73 |
| 2023-06-30 | $764k | 4.1k | 187.26 |
| 2022-12-31 | $450k | 2.6k | 174.36 |
| 2022-09-30 | $267k | 1.6k | 165.12 |
| 2022-06-30 | $271k | 1.6k | 169.16 |
| 2022-03-31 | $316k | 1.5k | 205.19 |
| 2021-12-31 | $318k | 1.4k | 222.53 |
| 2021-09-30 | $324k | 1.5k | 220.71 |
| 2021-06-30 | $346k | 1.5k | 229.14 |
| 2021-03-31 | $257k | 1.2k | 221.17 |
| 2020-12-31 | $228k | 1.2k | 196.21 |