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

Apriem Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-180	Closed	-$17K	–	247
2018 Q2	$17K	Buy	+180	New	+$16.5K	﹤0.01%	370
2017 Q2	–	Sell	-180	Closed	-$14K	–	321
2017 Q1	$14K	Hold	180	–	–	﹤0.01%	384
2016 Q4	$14K	Buy	+180	New	+$12.7K	﹤0.01%	404

Other funds holding IJT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Apriem Advisors's IJT Position: Q3 2018 in Review

Apriem Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2018, closing a stake of 180 shares — an estimated $17K sold.

Apriem Advisors first reported a position in IJT in Q4 2016 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 490 funds tracked by Wall St. Rank hold IJT as of Q3 2018.

Apriem Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 180 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2018, an estimated $17K.
Apriem Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and held it in 3 quarters.
Apriem Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $17K in Q2 2018.
490 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2018.

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