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Lehman Financial Resources’s iShares Russell 2000 ETF IWM Stock Holding History

Lehman Financial Resources’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-70
Closed -$7K – 201
2015
Q3 		$7K Buy
70
+25
+56% +$2.96K ﹤0.01% 339
2015
Q2 		$5K Sell
45
-240
-84% -$30K ﹤0.01% 356
2015
Q1 		$35K Hold
285
– – 0.02% 192
2014
Q4 		$34K Buy
285
+1
+0.4% +$114 0.02% 180
2014
Q3 		$31K Buy
284
+2
+0.7% +$229 0.02% 188
2014
Q2 		$34K Hold
282
– – 0.02% 179
2014
Q1 		$33K Hold
282
– – 0.02% 170
2013
Q4 		$33K Buy
282
+1
+0.4% +$110 0.02% 166
2013
Q3 		$30K Buy
281
+2
+0.7% +$207 0.02% 163
2013
Q2 		$27K Buy
+279
New +$26.6K 0.02% 146

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BIT
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return