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Apriem Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Apriem Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89M Sell
7,624
-55
-0.7% -$14.2K 0.18% 68
2025
Q4 		$1.89M Hold
7,679
– – 0.17% 69
2025
Q3 		$1.86M Sell
7,679
-492
-6% -$113K 0.18% 71
2025
Q2 		$1.76M Buy
8,171
+509
+7% +$102K 0.19% 68
2025
Q1 		$1.53M Buy
7,662
+193
+3% +$41.9K 0.18% 68
2024
Q4 		$1.65M Buy
7,469
+660
+10% +$150K 0.19% 66
2024
Q3 		$1.5M Buy
6,809
+262
+4% +$56.1K 0.18% 63
2024
Q2 		$1.33M Buy
6,547
+318
+5% +$64.3K 0.16% 68
2024
Q1 		$1.31M Buy
6,229
+1,704
+38% +$340K 0.16% 63
2023
Q4 		$908K Buy
4,525
+1,110
+33% +$199K 0.12% 75
2023
Q3 		$604K Buy
3,415
+725
+27% +$136K 0.09% 84
2023
Q2 		$504K Buy
2,690
+925
+52% +$165K 0.08% 94
2023
Q1 		$315K Sell
1,765
-200
-10% -$36.8K 0.05% 114
2022
Q4 		$343K Sell
1,965
-18
-0.9% -$3.2K 0.06% 112
2022
Q3 		$327K Buy
1,983
+628
+46% +$115K 0.06% 109
2022
Q2 		$229K Sell
1,355
-1,360
-50% -$251K 0.04% 123
2022
Q1 		$557K Sell
2,715
-115
-4% -$23.5K 0.08% 89
2021
Q4 		$630K Buy
2,830
+220
+8% +$49.7K 0.09% 84
2021
Q3 		$571K Buy
2,610
+400
+18% +$88.7K 0.08% 84
2021
Q2 		$507K Buy
2,210
+328
+17% +$73.7K 0.08% 89
2021
Q1 		$416K Buy
1,882
+302
+19% +$65.9K 0.06% 95
2020
Q4 		$310K Buy
+1,580
New +$276K 0.06% 102
2020
Q1 		– Sell
-1,525
Closed -$253K – 125
2019
Q4 		$253K Buy
+1,525
New +$241K 0.05% 115
2018
Q3 		– Sell
-784
Closed -$128K – 255
2018
Q2 		$128K Buy
+784
New +$125K 0.03% 153
2017
Q3 		– Sell
-1,746
Closed -$246K – 148
2017
Q2 		$246K Sell
1,746
-954
-35% -$132K 0.07% 113
2017
Q1 		$371K Sell
2,700
-1,085
-29% -$148K 0.1% 82
2016
Q4 		$510K Buy
3,785
+1,034
+38% +$132K 0.15% 68
2016
Q3 		$342K Buy
2,751
+51
+2% +$6.2K 0.1% 83
2016
Q2 		$310K Sell
2,700
-251
-9% -$28.3K 0.1% 83
2016
Q1 		$326K Buy
2,951
+168
+6% +$17.4K 0.13% 72
2015
Q4 		$313K Buy
2,783
+11
+0.4% +$1.27K 0.11% 72
2015
Q3 		$303K Buy
2,772
+2,000
+259% +$237K 0.11% 71
2015
Q2 		$96K Sell
772
-102
-12% -$12.7K 0.03% 140
2015
Q1 		$109K Buy
874
+122
+16% +$14.7K 0.04% 138
2014
Q4 		$90K Buy
752
+502
+201% +$57.4K 0.03% 143
2014
Q3 		$27K Sell
250
-7,750
-97% -$887K 0.01% 266
2014
Q2 		$950K Hold
8,000
– – 0.36% 59
2014
Q1 		$931K Hold
8,000
– – 0.35% 62
2013
Q4 		$923K Hold
8,000
– – 0.36% 59
2013
Q3 		$853K Hold
8,000
– – 0.37% 55
2013
Q2 		$776K Buy
+8,000
New +$764K 0.38% 58

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Apriem Advisors's IWM Position: Q1 2026 in Review

Apriem Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.72% in Q1 2026, selling an estimated $14.2K and leaving 7,624 shares worth $1.89M. The position accounts for 0.18% of the portfolio, ranked #68.

Apriem Advisors first reported a position in IWM in Q2 2013 and has held it in 41 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Apriem Advisors held 7,624 shares of iShares Russell 2000 ETF worth $1.89M as of Q1 2026.
  • Apriem Advisors sold 55 iShares Russell 2000 ETF shares in Q1 2026, an estimated $14.2K.
  • iShares Russell 2000 ETF made up 0.18% of Apriem Advisors's portfolio in Q1 2026, its #68 holding.
  • Apriem Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 41 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.