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iShares S&P 500 Value Index shares owned by Apex Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Apex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 7.6k 217.25
2025-09-30 $1.6M 7.6k 206.50
2025-06-30 $1.5M 7.6k 195.43
2025-03-31 $3.0M 16k 190.58

More positions owned by Apex Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Covington Trust Intl Multifactor (FDEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Amazon (AMZN)
Tesla Motors (TSLA)
Apple (AAPL)

View all positions for Apex Wealth Management

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