Apriem Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Apriem Advisors’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-659	Closed	-$70K	–	254
2018 Q2	$70K	Buy	+659	New	+$67.3K	0.02%	211
2017 Q2	–	Sell	-659	Closed	-$56K	–	331
2017 Q1	$56K	Buy	+659	New	+$56K	0.02%	220

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Apriem Advisors's IWC Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2018, closing a stake of 659 shares — an estimated $70K sold.

Apriem Advisors first reported a position in IWC in Q1 2017 and held it in 2 quarters. The position peaked at $70K in Q2 2018. 186 funds tracked by Wall St. Rank hold IWC as of Q3 2018.

Apriem Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 659 iShares Micro-Cap ETF shares in Q3 2018, an estimated $70K.
Apriem Advisors first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 2 quarters.
Apriem Advisors's iShares Micro-Cap ETF position peaked at $70K in Q2 2018.
186 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2018.

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