Lehman Financial Resources’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-296	Closed	-$6K	–	200
2015 Q3	$6K	Hold	296	–	–	﹤0.01%	348
2015 Q2	$7K	Hold	296	–	–	﹤0.01%	338
2015 Q1	$7K	Hold	296	–	–	﹤0.01%	338
2014 Q4	$7K	Hold	296	–	–	﹤0.01%	323
2014 Q3	$7K	Hold	296	–	–	﹤0.01%	330
2014 Q2	$7K	Hold	296	–	–	﹤0.01%	318
2014 Q1	$6K	Hold	296	–	–	﹤0.01%	326
2013 Q4	$6K	Hold	296	–	–	﹤0.01%	313
2013 Q3	$6K	Hold	296	–	–	﹤0.01%	298
2013 Q2	$5K	Buy	+296	New	+$5.42K	﹤0.01%	285

Other funds holding IWF

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

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

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

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

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

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

RJA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Lehman Financial Resources sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2015, closing a stake of 296 shares — an estimated $6K sold.

Lehman Financial Resources first reported a position in IWF in Q2 2013 and held it in 10 quarters. The position peaked at $7K in Q2 2015. 679 funds tracked by Wall St. Rank hold IWF as of Q4 2015.

Lehman Financial Resources reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 296 iShares Russell 1000 Growth ETF shares in Q4 2015, an estimated $6K.
Lehman Financial Resources first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's iShares Russell 1000 Growth ETF position peaked at $7K in Q2 2015.
679 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2015.

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