iShares S&P 1500 Index Fund shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.2k | 145.65 |
| 2025-06-30 | $1.1M | 8.4k | 135.04 |
| 2024-12-31 | $1.1M | 8.4k | 128.62 |
| 2024-09-30 | $1.0M | 8.2k | 125.62 |
| 2024-06-30 | $973k | 8.2k | 118.78 |
| 2024-03-31 | $944k | 8.2k | 115.30 |
| 2023-12-31 | $862k | 8.2k | 105.23 |
| 2023-09-30 | $773k | 8.2k | 94.36 |
| 2023-06-30 | $802k | 8.2k | 97.84 |
| 2023-03-31 | $742k | 8.2k | 90.55 |
| 2022-12-31 | $899k | 11k | 84.80 |
| 2022-09-30 | $852k | 11k | 79.54 |
| 2022-06-30 | $487k | 5.8k | 83.84 |
| 2022-03-31 | $541k | 5.1k | 106.90 |
| 2021-12-31 | $541k | 5.1k | 106.90 |
| 2021-09-30 | $494k | 5.0k | 98.37 |
| 2021-06-30 | $505k | 5.1k | 98.79 |
| 2021-03-31 | $468k | 5.1k | 91.55 |
| 2020-12-31 | $441k | 5.1k | 86.27 |
| 2020-09-30 | $386k | 5.1k | 75.51 |
| 2020-06-30 | $355k | 5.1k | 69.44 |