iShares Russell 1000 Value Index shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 6.0k | 189.80 |
| 2024-06-30 | $1.0M | 5.8k | 174.47 |
| 2024-03-31 | $1.1M | 6.0k | 179.11 |
| 2023-12-31 | $3.7M | 22k | 165.25 |
| 2023-09-30 | $1.0M | 6.6k | 152.61 |
| 2023-06-30 | $1.0M | 6.6k | 157.83 |
| 2023-03-31 | $1.0M | 6.6k | 152.26 |
| 2022-12-31 | $947k | 6.2k | 151.65 |
| 2022-09-30 | $849k | 6.2k | 135.99 |
| 2022-03-31 | $224k | 1.3k | 168.04 |
| 2021-12-31 | $224k | 1.3k | 168.04 |
| 2021-09-30 | $209k | 1.3k | 156.79 |
| 2021-06-30 | $211k | 1.3k | 158.29 |
| 2021-03-31 | $202k | 1.3k | 151.54 |
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