AF
IWF icon

Apexium Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Apexium Financial’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$8.93M Buy
76,216
+160
+0.2% +$17.8K 0.43% 37
2025
Q2 		$8.07M Buy
76,056
+1,064
+1% +$102K 0.43% 37
2025
Q1 		$6.77M Buy
74,992
+1,620
+2% +$160K 0.4% 38
2024
Q4 		$7.37M Sell
73,372
-632
-0.9% -$62.2K 0.45% 32
2024
Q3 		$6.94M Buy
74,004
+2,700
+4% +$245K 0.46% 32
2024
Q2 		$6.5M Buy
71,304
+1,536
+2% +$131K 0.46% 31
2024
Q1 		$5.88M Sell
69,768
-46,240
-40% -$3.73M 0.45% 33
2023
Q4 		$8.79M Buy
116,008
+41,700
+56% +$2.95M 0.63% 23
2023
Q3 		$4.95M Buy
74,308
+56
+0.1% +$3.87K 0.5% 29
2023
Q2 		$5.11M Sell
74,252
-96
-0.1% -$6.11K 0.45% 29
2023
Q1 		$4.54M Sell
74,348
-1,172
-2% -$67.5K 0.45% 28
2022
Q4 		$4.04M Buy
75,520
+13,288
+21% +$731K 0.42% 29
2022
Q3 		$3.27M Buy
62,232
+53,616
+622% +$3.15M 0.41% 35
2022
Q2 		$471K Buy
8,616
+420
+5% +$25.2K 0.27% 58
2022
Q1 		$616K Hold
8,196
– – 0.32% 43
2021
Q4 		$626K Hold
8,196
– – 0.32% 45
2021
Q3 		$562K Buy
8,196
+28
+0.3% +$1.98K 0.32% 46
2021
Q2 		$554K Buy
8,168
+96
+1% +$6.19K 0.34% 40
2021
Q1 		$490K Buy
8,072
+112
+1% +$6.82K 0.36% 44
2020
Q4 		$480K Hold
7,960
– – 0.38% 43
2020
Q3 		$432K Buy
7,960
+356
+5% +$18.8K 0.35% 43
2020
Q2 		$365K Sell
7,604
-64
-0.8% -$2.82K 0.33% 46
2020
Q1 		$289K Buy
7,668
+1,624
+27% +$70K 0.38% 38
2019
Q4 		$266K Buy
+6,044
New +$252K 0.34% 51

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apexium Financial's IWF Position: Q3 2025 in Review

Apexium Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.21% in Q3 2025, buying an estimated $17.8K and bringing the position to 76,216 shares worth $8.93M. The position accounts for 0.43% of the portfolio, ranked #37.

Apexium Financial first reported a position in IWF in Q4 2019 and has held it in 24 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Apexium Financial held 76,216 shares of iShares Russell 1000 Growth ETF worth $8.93M as of Q3 2025.
  • Apexium Financial bought 160 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $17.8K.
  • iShares Russell 1000 Growth ETF made up 0.43% of Apexium Financial's portfolio in Q3 2025, its #37 holding.
  • Apexium Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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