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Apexium Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Apexium Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.59M Sell
9,826
-371
-4% -$131K 0.17% 66
2025
Q2 		$3.46M Hold
10,197
– – 0.18% 64
2025
Q1 		$3.13M Hold
10,197
– – 0.19% 60
2024
Q4 		$3.29M Hold
10,197
– – 0.2% 55
2024
Q3 		$3.21M Sell
10,197
-43
-0.4% -$13K 0.21% 47
2024
Q2 		$3.05M Sell
10,240
-178
-2% -$51.1K 0.22% 45
2024
Q1 		$3M Sell
10,418
-2,894
-22% -$793K 0.23% 46
2023
Q4 		$3.49M Buy
13,312
+2,194
+20% +$537K 0.25% 54
2023
Q3 		$2.62M Hold
11,118
– – 0.26% 45
2023
Q2 		$2.71M Sell
11,118
-914
-8% -$210K 0.24% 47
2023
Q1 		$2.71M Hold
12,032
– – 0.27% 43
2022
Q4 		$2.53M Hold
12,032
– – 0.26% 44
2022
Q3 		$2.37M Buy
12,032
+5,517
+85% +$1.21M 0.3% 44
2022
Q2 		$1.35M Hold
6,515
– – 0.78% 27
2022
Q1 		$1.71M Hold
6,515
– – 0.9% 23
2021
Q4 		$1.72M Hold
6,515
– – 0.89% 25
2021
Q3 		$1.57M Hold
6,515
– – 0.91% 24
2021
Q2 		$1.58M Hold
6,515
– – 0.98% 23
2021
Q1 		$1.46M Hold
6,515
– – 1.07% 24
2020
Q4 		$1.38M Hold
6,515
– – 1.09% 23
2020
Q3 		$1.22M Hold
6,515
– – 0.99% 24
2020
Q2 		$1.12M Sell
6,515
-1,657
-20% -$268K 1.01% 23
2020
Q1 		$1.16M Buy
+8,172
New +$1.38M 1.53% 19

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apexium Financial's IWB Position: Q3 2025 in Review

Apexium Financial reduced its iShares Russell 1000 ETF (IWB) stake by 3.6% in Q3 2025, selling an estimated $131K and leaving 9,826 shares worth $3.59M. The position accounts for 0.17% of the portfolio, ranked #66.

Apexium Financial first reported a position in IWB in Q1 2020 and has held it in 23 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Apexium Financial held 9,826 shares of iShares Russell 1000 ETF worth $3.59M as of Q3 2025.
  • Apexium Financial sold 371 iShares Russell 1000 ETF shares in Q3 2025, an estimated $131K.
  • iShares Russell 1000 ETF made up 0.17% of Apexium Financial's portfolio in Q3 2025, its #66 holding.
  • Apexium Financial first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

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