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Apexium Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Apexium Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.73M Buy
19,531
+747
+4% +$171K 0.23% 57
2025
Q2 		$4.05M Buy
18,784
+5,824
+45% +$1.17M 0.22% 57
2025
Q1 		$2.59M Buy
12,960
+859
+7% +$186K 0.15% 68
2024
Q4 		$2.67M Buy
12,101
+414
+4% +$94.4K 0.16% 62
2024
Q3 		$2.58M Buy
11,687
+1,044
+10% +$223K 0.17% 55
2024
Q2 		$2.16M Buy
10,643
+1,856
+21% +$375K 0.15% 56
2024
Q1 		$1.85M Sell
8,787
-2,338
-21% -$466K 0.14% 66
2023
Q4 		$2.23M Buy
11,125
+5,385
+94% +$965K 0.16% 67
2023
Q3 		$1.02M Buy
5,740
+668
+13% +$125K 0.1% 80
2023
Q2 		$950K Buy
5,072
+173
+4% +$30.8K 0.08% 86
2023
Q1 		$874K Buy
4,899
+640
+15% +$118K 0.09% 95
2022
Q4 		$743K Buy
4,259
+1,116
+36% +$198K 0.08% 98
2022
Q3 		$518K Buy
+3,143
New +$573K 0.06% 120

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Apexium Financial's IWM Position: Q3 2025 in Review

Apexium Financial increased its iShares Russell 2000 ETF (IWM) stake by 4% in Q3 2025, buying an estimated $171K and bringing the position to 19,531 shares worth $4.73M. The position accounts for 0.23% of the portfolio, ranked #57.

Apexium Financial first reported a position in IWM in Q3 2022 and has held it in 13 quarters since. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Apexium Financial held 19,531 shares of iShares Russell 2000 ETF worth $4.73M as of Q3 2025.
  • Apexium Financial bought 747 iShares Russell 2000 ETF shares in Q3 2025, an estimated $171K.
  • iShares Russell 2000 ETF made up 0.23% of Apexium Financial's portfolio in Q3 2025, its #57 holding.
  • Apexium Financial first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 13 quarters since.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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