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iShares Dow Jones U.S. Index Fund shares owned by Apella Capital

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 86k 165.81

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)

View all positions for Apella Capital

Top funds holding iShares Dow Jones U.S. Index Fund

LPL Financial
Sharp Financial Services
Savant Capital Management
Pnc Financial Services
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Apella Capital
Sentinus
Royal Bank of Canada
Advisor Group Holdings
UBS Group
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Envestnet Asset Management

View all funds holding iShares Dow Jones U.S. Index Fund