iShares Russell 3000 Index shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 1.2k | 378.94 |
| 2025-06-30 | $426k | 1.2k | 351.00 |
| 2024-12-31 | $405k | 1.2k | 334.25 |
| 2024-09-30 | $387k | 1.2k | 326.73 |
| 2024-06-30 | $366k | 1.2k | 308.67 |
| 2024-03-31 | $356k | 1.2k | 300.08 |
| 2023-12-31 | $324k | 1.2k | 273.74 |
| 2023-09-30 | $290k | 1.2k | 246.07 |
| 2023-06-30 | $300k | 1.2k | 254.48 |
| 2023-03-31 | $280k | 1.2k | 235.41 |
| 2022-12-31 | $262k | 1.2k | 220.68 |
| 2022-09-30 | $245k | 1.2k | 207.10 |