Lilley & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Lilley & Co’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
2014 Q2	$5.76M	Buy	48,519 +312	+0.6%	+$35.4K	2.57%	7
2014 Q1	$5.61M	Buy	48,207 +1,300	+3%	+$150K	2.57%	7
2013 Q4	$5.41M	Buy	46,907 +6,304	+16%	+$696K	2.52%	7
2013 Q3	$4.33M	Sell	40,603 -359	-0.9%	-$37.1K	2.27%	9
2013 Q2	$3.97M	Buy	+40,962	New	+$3.91M	2.16%	13

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BIT

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lilley & Co's IWM Position: Q2 2014 in Review

Lilley & Co increased its iShares Russell 2000 ETF (IWM) stake by 0.65% in Q2 2014, buying an estimated $35.4K and bringing the position to 48,519 shares worth $5.76M. The position accounts for 2.57% of the portfolio, ranked #7.

Lilley & Co first reported a position in IWM in Q2 2013 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

Lilley & Co held 48,519 shares of iShares Russell 2000 ETF worth $5.76M as of Q2 2014.
Lilley & Co bought 312 iShares Russell 2000 ETF shares in Q2 2014, an estimated $35.4K.
iShares Russell 2000 ETF made up 2.57% of Lilley & Co's portfolio in Q2 2014, its #7 holding.
Lilley & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 5 quarters since.
771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.