iShares Russell 2000 Index shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 20k | 241.96 |
| 2025-06-30 | $4.1M | 19k | 215.79 |
| 2024-12-31 | $2.7M | 12k | 220.96 |
| 2024-09-30 | $2.6M | 12k | 220.88 |
| 2024-06-30 | $2.2M | 11k | 202.89 |
| 2024-03-31 | $1.8M | 8.8k | 210.30 |
| 2023-12-31 | $2.2M | 11k | 200.71 |
| 2023-09-30 | $1.0M | 5.7k | 177.55 |
| 2023-06-30 | $950k | 5.1k | 187.27 |
| 2023-03-31 | $874k | 4.9k | 178.40 |
| 2022-12-31 | $743k | 4.3k | 174.38 |
| 2022-09-30 | $518k | 3.1k | 164.81 |