Apella Capital, LLC Ishares Russell 2000 ETF Transaction History

Apella Capital, LLC

$4.73 Billion
Q4 2025

A detailed history of Apella Capital, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Apella Capital, LLC holds 18,336 shares of IWM stock, worth $4.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

18,336

Previous 11,424 60.5%

Holding current value

$4.35 Million

Previous $2.76 Million 57.53%

% of portfolio

0.09%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$236.79 - $250.33 $1.64 Million - $1.73 Million	6,912 Added 60.5%	18,336 $4.35 Million
Q3 2025 Oct 17, 2025	BUY	$214.92 - $244.84 $12,465 - $14,200	58 Added 0.51%	11,424 $2.76 Million
Q2 2025 Jul 08, 2025	BUY	$174.82 - $215.79 $123,772 - $152,779	708 Added 6.64%	11,366 $2.45 Million
Q1 2025 Apr 10, 2025	BUY	$198.1 - $229.79 $36,054 - $41,821	182 Added 1.74%	10,658 $2.14 Million
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $149,129 - $167,256	690 Added 7.05%	10,476 $2.31 Million

Q3 2024 Oct 03, 2024	BUY	$200.87 - $224.6 $2,008 - $2,246	10 Added 0.1%	9,786 $2.16 Million
Q2 2024 Jul 10, 2024	BUY	$192.84 - $209.44 $7,520 - $8,168	39 Added 0.4%	9,776 $1.98 Million
Q1 2024 Apr 10, 2024	BUY	$189.48 - $210.3 $1,326 - $1,472	7 Added 0.07%	9,737 $2.05 Million
Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $914,539 - $1.15 Million	5,638 Added 137.78%	9,730 $1.95 Million
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $1,917 - $2,185	11 Added 0.27%	4,092 $723,000
Q2 2023 Jul 06, 2023	BUY	$170.4 - $187.93 $255,600 - $281,895	1,500 Added 58.12%	4,081 $764,000
Q4 2022 Jan 10, 2023	BUY	$166.81 - $188.05 $160,804 - $181,280	964 Added 59.62%	2,581 $0
Q3 2022 Oct 11, 2022	BUY	$164.17 - $201.07 $2,462 - $3,016	15 Added 0.94%	1,617 $267,000
Q2 2022 Jul 08, 2022	BUY	$163.9 - $207.91 $10,161 - $12,890	62 Added 4.03%	1,602 $271,000
Q1 2022 Apr 11, 2022	BUY	$191.52 - $225.32 $21,258 - $25,010	111 Added 7.77%	1,540 $316,000
Q4 2021 Jan 13, 2022	BUY	$212.12 - $242.56 $17,181 - $19,647	81 Added 6.01%	1,429 $318,000
Q3 2021 Jan 18, 2022	SELL	$211.73 - $231.39 $25,407 - $27,766	-120 Reduced 8.17%	1,348 $295,000
Q3 2021 Oct 12, 2021	SELL	$211.73 - $231.39 $8,892 - $9,718	-42 Reduced 2.78%	1,468 $324,000
Q2 2021 Jul 02, 2021	BUY	$211.85 - $232.89 $73,723 - $81,045	348 Added 29.95%	1,510 $346,000
Q4 2020 Feb 18, 2021	BUY	$152.18 - $199.14 $176,833 - $231,400	1,162 New	1,162 $228,000

Others Institutions Holding IWM

# of Institutions

3,057

Shares Held

285M

Call Options Held

194M

Put Options Held

486M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Account

Apella Capital, LLC Ishares Russell 2000 ETF Transaction History