Apriem Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Apriem Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-478	Closed	-$30K	–	257
2018 Q2	$30K	Buy	+478	New	+$30.1K	0.01%	295
2017 Q2	–	Sell	-478	Closed	-$25K	–	335
2017 Q1	$25K	Hold	478	–	–	0.01%	315
2016 Q4	$23K	Buy	+478	New	+$23K	0.01%	329

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Apriem Advisors's IWP Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2018, closing a stake of 478 shares — an estimated $30K sold.

Apriem Advisors first reported a position in IWP in Q4 2016 and held it in 3 quarters. The position peaked at $30K in Q2 2018. 509 funds tracked by Wall St. Rank hold IWP as of Q3 2018.

Apriem Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 478 iShares Russell Mid-Cap Growth ETF shares in Q3 2018, an estimated $30K.
Apriem Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 3 quarters.
Apriem Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $30K in Q2 2018.
509 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2018.

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