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Apriem Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Apriem Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25
Closed -$3K – 332
2017
Q1 		$3K Hold
25
– – ﹤0.01% 551
2016
Q4 		$3K Buy
+25
New +$2.7K ﹤0.01% 577

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's IWD Position: Q2 2017 in Review

Apriem Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2017, closing a stake of 25 shares — an estimated $3K sold.

Apriem Advisors first reported a position in IWD in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 697 funds tracked by Wall St. Rank hold IWD as of Q2 2017.

  • Apriem Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 25 iShares Russell 1000 Value ETF shares in Q2 2017, an estimated $3K.
  • Apriem Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 2 quarters.
  • Apriem Advisors's iShares Russell 1000 Value ETF position peaked at $3K in Q1 2017.
  • 697 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.