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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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return