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Apriem Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Apriem Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$20K – 256
2018
Q2 		$20K Buy
+100
New +$20K ﹤0.01% 355
2017
Q2 		– Sell
-150
Closed -$24K – 334
2017
Q1 		$24K Buy
150
+75
+100% +$11.9K 0.01% 320
2016
Q4 		$12K Buy
+75
New +$11.2K ﹤0.01% 425

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Apriem Advisors's IWO Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2018, closing a stake of 100 shares — an estimated $20K sold.

Apriem Advisors first reported a position in IWO in Q4 2016 and held it in 3 quarters. The position peaked at $24K in Q1 2017. 608 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

  • Apriem Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 100 iShares Russell 2000 Growth ETF shares in Q3 2018, an estimated $20K.
  • Apriem Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 3 quarters.
  • Apriem Advisors's iShares Russell 2000 Growth ETF position peaked at $24K in Q1 2017.
  • 608 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

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