Apriem Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Apriem Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-300	Closed	-$12K	–	252
2018 Q2	$12K	Buy	+300	New	+$12.1K	﹤0.01%	403
2017 Q2	–	Sell	-300	Closed	-$10K	–	330
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	419
2016 Q4	$9K	Sell	300 -1,220	-80%	-$36.9K	﹤0.01%	449
2016 Q3	$46K	Buy	+1,520	New	+$46.1K	0.01%	230
2016 Q1	–	Sell	-4,000	Closed	-$116K	–	596
2015 Q4	$116K	Buy	+4,000	New	+$116K	0.04%	128

Other funds holding IVW

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Apriem Advisors's IVW Position: Q3 2018 in Review

Apriem Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2018, closing a stake of 300 shares — an estimated $12K sold.

Apriem Advisors first reported a position in IVW in Q4 2015 and held it in 5 quarters. The position peaked at $116K in Q4 2015. 752 funds tracked by Wall St. Rank hold IVW as of Q3 2018.

Apriem Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 300 iShares S&P 500 Growth ETF shares in Q3 2018, an estimated $12K.
Apriem Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and held it in 5 quarters.
Apriem Advisors's iShares S&P 500 Growth ETF position peaked at $116K in Q4 2015.
752 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2018.

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