Apriem Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.6M	Buy	15,554 +64	+0.4%	+$27.2K	0.7%	37
2025 Q1	$5.59M	Buy	15,490 +231	+2%	+$83.4K	0.66%	41
2024 Q4	$6.13M	Buy	15,259 +125	+0.8%	+$50.2K	0.7%	40
2024 Q3	$5.68M	Sell	15,134 -5	-0%	-$1.88K	0.66%	37
2024 Q2	$5.52M	Buy	15,139 +5,139	+51%	+$1.87M	0.68%	35
2024 Q1	$3.37M	Hold	10,000	–	–	0.42%	41
2023 Q4	$3.03M	Hold	10,000	–	–	0.41%	39
2023 Q3	$2.66M	Sell	10,000 -27	-0.3%	-$7.18K	0.39%	40
2023 Q2	$2.76M	Buy	10,027 +27	+0.3%	+$7.43K	0.41%	44
2023 Q1	$2.44M	Hold	10,000	–	–	0.39%	45
2022 Q4	$2.14M	Sell	10,000 -43	-0.4%	-$9.21K	0.37%	43
2022 Q3	$2.11M	Buy	10,043 +43	+0.4%	+$9.05K	0.38%	41
2022 Q2	$2.19M	Hold	10,000	–	–	0.38%	40
2022 Q1	$2.78M	Hold	10,000	–	–	0.41%	40
2021 Q4	$3.06M	Hold	10,000	–	–	0.43%	37
2021 Q3	$2.74M	Hold	10,000	–	–	0.39%	38
2021 Q2	$2.72M	Hold	10,000	–	–	0.41%	39
2021 Q1	$2.43M	Buy	+10,000	New	+$2.43M	0.38%	39
2020 Q4	–	Sell	-10,056	Closed	-$2.18M	–	133
2020 Q3	$2.18M	Buy	10,056 +56	+0.6%	+$12.1K	0.4%	38
2020 Q2	$1.92M	Hold	10,000	–	–	0.39%	39
2020 Q1	$1.51M	Hold	10,000	–	–	0.37%	42
2019 Q4	$1.76M	Hold	10,000	–	–	0.34%	38
2019 Q3	$1.6M	Hold	10,000	–	–	0.35%	43
2019 Q2	$1.57M	Buy	+10,000	New	+$1.57M	0.49%	39
2019 Q1	–	Sell	-10,000	Closed	-$1.31M	–	135
2018 Q4	$1.31M	Sell	10,000 -142	-1%	-$18.6K	0.46%	37
2018 Q3	$1.58M	Hold	10,142	–	–	0.35%	47
2018 Q2	$1.46M	Buy	+10,142	New	+$1.46M	0.33%	45
2017 Q2	–	Sell	-142	Closed	-$16K	–	334
2017 Q1	$16K	Hold	142	–	–	﹤0.01%	371
2016 Q4	$15K	Buy	+142	New	+$15K	﹤0.01%	397