Kovitz Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,405	Closed	-$227K	–	113
2014 Q1	$227K	Buy	+2,405	New	+$227K	0.01%	103
2013 Q4	–	Sell	-2,076	Closed	-$221K	–	105
2013 Q3	$221K	Buy	2,076 +11	+0.5%	+$1.17K	0.01%	97
2013 Q2	$200K	Buy	+2,065	New	+$200K	0.01%	100