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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9M 14k 694.64
2025-09-30 $9.3M 14k 669.32
2025-06-30 $9.1M 15k 620.90
2025-03-31 $6.2M 11k 561.87

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

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index