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Ishares Tr msci usavalfct shares owned by Apex Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Apex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 20k 125.05
2025-06-30 $2.2M 19k 113.21
2025-03-31 $2.0M 19k 106.65

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tesla Motors (TSLA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Apex Wealth Management

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Caisse de depot et placement du Quebec
BlackRock
Mercer Global Advisors
Wharton Business Group
Morgan Stanley
Pnc Financial Services
State Treasurer State Of Michigan
LPL Financial
FMR
Kathmere Capital Management
Jpmorgan Chase & Co
M^T Bank Corporation

View all funds holding Ishares Tr msci usavalfct