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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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return