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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 Russell 3000 Index by Apexium Financial

Quarter filed Position value Share count Share price at filing
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