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iShares S&P 500 Growth Index shares owned by Apexium Financial

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Apexium Financial from 13F filings

Historical chart of Apexium Financial investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Apexium Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 1.8k 120.72
2019-12-31 $295k 1.5k 193.57

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 S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index