iShares Russell 3000 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 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 3000 Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 6.4k | 334.26 |
| 2024-09-30 | $2.1M | 6.4k | 323.79 |
| 2024-06-30 | $2.0M | 6.4k | 314.41 |
| 2024-03-31 | $1.9M | 6.5k | 297.58 |
| 2023-12-31 | $1.7M | 6.5k | 268.36 |
| 2023-09-30 | $1.6M | 6.4k | 245.04 |
| 2023-06-30 | $1.6M | 6.4k | 254.46 |
| 2022-12-31 | $1.5M | 7.0k | 220.70 |
| 2022-09-30 | $1.2M | 6.0k | 207.12 |
| 2022-06-30 | $1.3M | 6.1k | 217.41 |
| 2022-03-31 | $1.6M | 6.1k | 262.40 |
| 2021-12-31 | $1.7M | 6.2k | 277.43 |
| 2021-09-30 | $1.6M | 6.3k | 257.12 |
| 2021-06-30 | $1.6M | 6.3k | 255.84 |
| 2021-03-31 | $1.5M | 6.3k | 237.28 |
| 2020-12-31 | $1.4M | 6.3k | 223.52 |
| 2020-09-30 | $1.4M | 7.1k | 195.77 |
| 2020-06-30 | $1.3M | 7.1k | 180.13 |
| 2020-03-31 | $1.1M | 7.1k | 148.27 |