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Apexium Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Apexium Financial’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$460K Hold
1,213
– – 0.02% 203
2025
Q2 		$426K Hold
1,213
– – 0.02% 201
2025
Q1 		$385K Hold
1,213
– – 0.02% 199
2024
Q4 		$405K Buy
1,213
+28
+2% +$9.43K 0.02% 183
2024
Q3 		$387K Hold
1,185
– – 0.03% 165
2024
Q2 		$366K Hold
1,185
– – 0.03% 162
2024
Q1 		$356K Hold
1,185
– – 0.03% 166
2023
Q4 		$324K Buy
1,185
+7
+0.6% +$1.78K 0.02% 211
2023
Q3 		$290K Hold
1,178
– – 0.03% 174
2023
Q2 		$300K Sell
1,178
-10
-0.8% -$2.4K 0.03% 175
2023
Q1 		$280K Hold
1,188
– – 0.03% 176
2022
Q4 		$262K Buy
1,188
+5
+0.4% +$1.11K 0.03% 175
2022
Q3 		$245K Buy
+1,183
New +$272K 0.03% 174

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apexium Financial's IWV Position: Q3 2025 in Review

Apexium Financial held its iShares Russell 3000 ETF (IWV) position steady in Q3 2025 at 1,213 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #203.

Apexium Financial first reported a position in IWV in Q3 2022 and has held it in 13 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

  • Apexium Financial held 1,213 shares of iShares Russell 3000 ETF worth $460K as of Q3 2025.
  • Apexium Financial left its iShares Russell 3000 ETF share count unchanged in Q3 2025.
  • iShares Russell 3000 ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #203 holding.
  • Apexium Financial first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 13 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

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