Apexium Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Apexium Financial’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$284K	Buy	2,946 +9	+0.3%	+$853	0.01%	247
2025 Q2	$270K	Buy	2,937 +7	+0.2%	+$605	0.01%	236
2025 Q1	$249K	Buy	2,930 +7	+0.2%	+$624	0.01%	244
2024 Q4	$258K	Sell	2,923 -16	-0.5%	-$1.45K	0.02%	224
2024 Q3	$259K	Buy	2,939 +10	+0.3%	+$843	0.02%	204
2024 Q2	$237K	Buy	2,929 +7	+0.2%	+$570	0.02%	201
2024 Q1	$246K	Sell	2,922 -5,167	-64%	-$409K	0.02%	195
2023 Q4	$629K	Buy	8,089 +5,194	+179%	+$369K	0.05%	159
2023 Q3	$201K	Hold	2,895	–	–	0.02%	203
2023 Q2	$211K	Buy	2,895 +7	+0.2%	+$487	0.02%	204
2023 Q1	$202K	Buy	+2,888	New	+$204K	0.02%	199

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apexium Financial's IWR Position: Q3 2025 in Review

Apexium Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.31% in Q3 2025, buying an estimated $853 and bringing the position to 2,946 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #247.

Apexium Financial first reported a position in IWR in Q1 2023 and has held it in 11 quarters since. The position peaked at $629K in Q4 2023. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Apexium Financial held 2,946 shares of iShares Russell Mid-Cap ETF worth $284K as of Q3 2025.
Apexium Financial bought 9 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $853.
iShares Russell Mid-Cap ETF made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #247 holding.
Apexium Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 11 quarters since.
Apexium Financial's iShares Russell Mid-Cap ETF position peaked at $629K in Q4 2023.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

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