iShares Russell 1000 Index shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 10k | 314.39 |
| 2024-06-30 | $3.0M | 10k | 297.54 |
| 2024-03-31 | $3.0M | 10k | 288.03 |
| 2023-12-31 | $3.5M | 13k | 262.26 |
| 2023-09-30 | $2.6M | 11k | 235.41 |
| 2023-06-30 | $2.7M | 11k | 243.74 |
| 2023-03-31 | $2.7M | 12k | 225.23 |
| 2022-12-31 | $2.5M | 12k | 210.52 |
| 2022-09-30 | $2.4M | 12k | 197.31 |
| 2022-06-30 | $1.4M | 6.5k | 207.83 |
| 2022-03-31 | $1.7M | 6.5k | 263.09 |
| 2021-12-31 | $1.7M | 6.5k | 264.47 |
| 2021-09-30 | $1.6M | 6.5k | 241.75 |
| 2021-06-30 | $1.6M | 6.5k | 242.06 |
| 2021-03-31 | $1.5M | 6.5k | 223.79 |
| 2020-12-31 | $1.4M | 6.5k | 211.82 |
| 2020-09-30 | $1.2M | 6.5k | 187.11 |
| 2020-06-30 | $1.1M | 6.5k | 171.60 |
| 2020-03-31 | $1.2M | 8.2k | 141.58 |