AF
IVW icon

Apexium Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Apexium Financial’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$216K Buy
+1,789
New +$206K 0.01% 275
2020
Q1 		– Sell
-6,096
Closed -$295K – 71
2019
Q4 		$295K Buy
+6,096
New +$283K 0.38% 49

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Apexium Financial's IVW Position: Q3 2025 in Review

Apexium Financial opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2025: 1,789 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Apexium Financial previously reported a position in IVW as recently as Q4 2019.

Apexium Financial first reported a position in IVW in Q4 2019 and has held it in 2 quarters since. The position peaked at $295K in Q4 2019. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Apexium Financial held 1,789 shares of iShares S&P 500 Growth ETF worth $216K as of Q3 2025.
  • iShares S&P 500 Growth ETF was a new Apexium Financial position in Q3 2025.
  • iShares S&P 500 Growth ETF made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #275 holding.
  • Apexium Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • Apexium Financial's iShares S&P 500 Growth ETF position peaked at $295K in Q4 2019.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.