ParenteBeard Wealth Management, LLC: IWM position timeline

ParenteBeard Wealth Management, LLC held 503 IWM shares at 2014-12-31 per its 13F-HR filed 2015-01-28.

the latest 13F is the newest step

1. period ended2014-12-31

   13F 503 shares

   Change vs previous 13F -6,829 shares

   0.08% of the 13F portfolio, value $4,204,000.

   13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
   Filed 2015-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2014-09-30

   13F 7,332 shares

   Change vs previous 13F +3,061 shares

   0.34% of the 13F portfolio, value $802,000.

   13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2014-06-30

   13F 4,271 shares

   Change vs previous 13F +83 shares

   0.22% of the 13F portfolio, value $507,000.

   13F-HR 0001515072-14-000003 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2014-03-31

   13F 4,188 shares

   Change vs previous 13F -1,071 shares

   0.24% of the 13F portfolio, value $487,225.

   13F-HR 0001515072-14-000002 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2013-12-31

   13F 5,259 shares

   Change vs previous 13F -53 shares

   0.24% of the 13F portfolio, value $607,000.

   13F-HR 0001515072-14-000001 filed by ParenteBeard Wealth Management, LLC
   Filed 2014-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2013-09-30

   13F 5,312 shares

   Change vs previous 13F -1,278 shares

   0.28% of the 13F portfolio, value $566,000.

   13F-HR 0001515072-13-000008 filed by ParenteBeard Wealth Management, LLC
   Filed 2013-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2013-06-30

   13F 6,590 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $639,000.

   13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
   Filed 2013-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

   Acceptance time not in the bulk data set (spec §4.2).