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

Other funds holding IWM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lehman Financial Resources sold out of iShares Russell 2000 ETF (IWM) in Q4 2015, closing a stake of 70 shares — an estimated $7K sold.

Lehman Financial Resources first reported a position in IWM in Q2 2013 and held it in 10 quarters. The position peaked at $35K in Q1 2015. 951 funds tracked by Wall St. Rank hold IWM as of Q4 2015.

Lehman Financial Resources reported no remaining iShares Russell 2000 ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 70 iShares Russell 2000 ETF shares in Q4 2015, an estimated $7K.
Lehman Financial Resources first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's iShares Russell 2000 ETF position peaked at $35K in Q1 2015.
951 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2015.

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