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

Apriem Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,472	Closed	-$69K	–	336
2017 Q1	$69K	Buy	+1,472	New	+$68.2K	0.02%	203
2016 Q1	–	Sell	-1,600	Closed	-$64K	–	597
2015 Q4	$64K	Buy	+1,600	New	+$65.2K	0.02%	181
2014 Q4	–	Sell	-252	Closed	-$10K	–	531
2014 Q3	$10K	Hold	252	–	–	﹤0.01%	377
2014 Q2	$10K	Sell	252 -600	-70%	-$23.4K	﹤0.01%	338
2014 Q1	$33K	Hold	852	–	–	0.01%	252
2013 Q4	$32K	Hold	852	–	–	0.01%	247
2013 Q3	$30K	Hold	852	–	–	0.01%	244
2013 Q2	$28K	Buy	+852	New	+$27.6K	0.01%	246

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apriem Advisors's IWR Position: Q2 2017 in Review

Apriem Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2017, closing a stake of 1,472 shares — an estimated $69K sold.

Apriem Advisors first reported a position in IWR in Q2 2013 and held it in 8 quarters. The position peaked at $69K in Q1 2017. 574 funds tracked by Wall St. Rank hold IWR as of Q2 2017.

Apriem Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 1,472 iShares Russell Mid-Cap ETF shares in Q2 2017, an estimated $69K.
Apriem Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 8 quarters.
Apriem Advisors's iShares Russell Mid-Cap ETF position peaked at $69K in Q1 2017.
574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.