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Apriem Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Apriem Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-742
Closed -$113K – 253
2018
Q2 		$113K Buy
+742
New +$112K 0.03% 164

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Apriem Advisors's IWB Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2018, closing a stake of 742 shares — an estimated $113K sold.

Apriem Advisors first reported a position in IWB in Q2 2018 and held it in 1 quarter. The position peaked at $113K in Q2 2018. 636 funds tracked by Wall St. Rank hold IWB as of Q3 2018.

  • Apriem Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 742 iShares Russell 1000 ETF shares in Q3 2018, an estimated $113K.
  • Apriem Advisors first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 1 quarter.
  • Apriem Advisors's iShares Russell 1000 ETF position peaked at $113K in Q2 2018.
  • 636 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2018.

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