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iShares Morningstar Small Core Idx shares owned by Apexium Financial

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Apexium Financial from 13F filings

Historical chart of Apexium Financial investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Apexium Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $527k 8.3k 63.43
2025-06-30 $484k 8.3k 58.28
2024-12-31 $307k 5.2k 58.66

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Apexium Financial

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
H D Vest Advisory Services
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Raymond James Financial
Citadel Advisors
Rockefeller Capital Management
Mercer Global Advisors
Rsm Us Wealth Management
Brand Asset Management Group

View all funds holding iShares Morningstar Small Core Idx