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Apriem Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Apriem Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-20
Closed -$2K – 553
2015
Q2 		$2K Buy
+20
New +$2.06K ﹤0.01% 576

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apriem Advisors's IWN Position: Q3 2015 in Review

Apriem Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2015, closing a stake of 20 shares — an estimated $2K sold.

Apriem Advisors first reported a position in IWN in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 390 funds tracked by Wall St. Rank hold IWN as of Q3 2015.

  • Apriem Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 20 iShares Russell 2000 Value ETF shares in Q3 2015, an estimated $2K.
  • Apriem Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2015 and held it in 1 quarter.
  • Apriem Advisors's iShares Russell 2000 Value ETF position peaked at $2K in Q2 2015.
  • 390 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.