Apriem Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Apriem Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-216	Closed	-$18K	–	246
2018 Q2	$18K	Buy	+216	New	+$17.3K	﹤0.01%	366
2017 Q2	–	Sell	-216	Closed	-$15K	–	320
2017 Q1	$15K	Hold	216	–	–	﹤0.01%	379
2016 Q4	$15K	Buy	+216	New	+$14.1K	﹤0.01%	396

Other funds holding IJS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Apriem Advisors's IJS Position: Q3 2018 in Review

Apriem Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2018, closing a stake of 216 shares — an estimated $18K sold.

Apriem Advisors first reported a position in IJS in Q4 2016 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 466 funds tracked by Wall St. Rank hold IJS as of Q3 2018.

Apriem Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 216 iShares S&P Small-Cap 600 Value ETF shares in Q3 2018, an estimated $18K.
Apriem Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 3 quarters.
Apriem Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $18K in Q2 2018.
466 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.