Lehman Financial Resources’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lehman Financial Resources’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-69	Closed	-$6K	–	199
2015 Q3	$6K	Hold	69	–	–	﹤0.01%	347
2015 Q2	$7K	Hold	69	–	–	﹤0.01%	337
2015 Q1	$7K	Hold	69	–	–	﹤0.01%	337
2014 Q4	$7K	Hold	69	–	–	﹤0.01%	322
2014 Q3	$7K	Hold	69	–	–	﹤0.01%	329
2014 Q2	$7K	Hold	69	–	–	﹤0.01%	317
2014 Q1	$7K	Hold	69	–	–	﹤0.01%	314
2013 Q4	$6K	Hold	69	–	–	﹤0.01%	312
2013 Q3	$6K	Hold	69	–	–	﹤0.01%	297
2013 Q2	$6K	Buy	+69	New	+$5.75K	﹤0.01%	273

Other funds holding IWD

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Lehman Financial Resources's IWD Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2015, closing a stake of 69 shares — an estimated $6K sold.

Lehman Financial Resources first reported a position in IWD in Q2 2013 and held it in 10 quarters. The position peaked at $7K in Q2 2015. 580 funds tracked by Wall St. Rank hold IWD as of Q4 2015.

Lehman Financial Resources reported no remaining iShares Russell 1000 Value ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 69 iShares Russell 1000 Value ETF shares in Q4 2015, an estimated $6K.
Lehman Financial Resources first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's iShares Russell 1000 Value ETF position peaked at $7K in Q2 2015.
580 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.