AA
IWV icon

Apriem Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Apriem Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1
Closed – – 616
2016
Q2 		$0 Hold
1
– – ﹤0.01% 612
2016
Q1 		$0 Hold
1
– – ﹤0.01% 598
2015
Q4 		$0 Hold
1
– – ﹤0.01% 552
2015
Q3 		$0 Hold
1
– – ﹤0.01% 554
2015
Q2 		$0 Hold
1
– – ﹤0.01% 654
2015
Q1 		$0 Hold
1
– – ﹤0.01% 568
2014
Q4 		$0 Hold
1
– – ﹤0.01% 532
2014
Q3 		$0 Hold
1
– – ﹤0.01% 548
2014
Q2 		$0 Hold
1
– – ﹤0.01% 489
2014
Q1 		$0 Hold
1
– – ﹤0.01% 508
2013
Q4 		$0 Hold
1
– – ﹤0.01% 511
2013
Q3 		$0 Hold
1
– – ﹤0.01% 508
2013
Q2 		$0 Buy
+1
New +$96 ﹤0.01% 473

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's IWV Position: Q3 2016 in Review

Apriem Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2016, closing a stake of 1 share.

Apriem Advisors first reported a position in IWV in Q2 2013 and held it in 13 quarters. The position peaked at $0 in Q2 2016. 308 funds tracked by Wall St. Rank hold IWV as of Q3 2016.

  • Apriem Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 1 iShares Russell 3000 ETF share in Q3 2016.
  • Apriem Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 13 quarters.
  • Apriem Advisors's iShares Russell 3000 ETF position peaked at $0 in Q2 2016.
  • 308 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.