Lehman & Derafelo Financial Resources’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-190	Closed	-$8K	–	132
2022 Q3	$8K	Hold	190	–	–	﹤0.01%	173
2022 Q2	$9K	Buy	+190	New	+$9.38K	﹤0.01%	174
2021 Q4	–	Sell	-190	Closed	-$10K	–	133
2021 Q3	$10K	Hold	190	–	–	﹤0.01%	173
2021 Q2	$10K	Hold	190	–	–	﹤0.01%	198
2021 Q1	$10K	Hold	190	–	–	﹤0.01%	195
2020 Q4	$9K	Hold	190	–	–	﹤0.01%	195
2020 Q3	$7K	Hold	190	–	–	﹤0.01%	243
2020 Q2	$7K	Buy	+190	New	+$6.31K	﹤0.01%	226

Other funds holding IJH

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IJH Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2022, closing a stake of 190 shares — an estimated $8K sold.

Lehman & Derafelo Financial Resources first reported a position in IJH in Q2 2020 and held it in 8 quarters. The position peaked at $10K in Q3 2021. 1,924 funds tracked by Wall St. Rank hold IJH as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 190 iShares Core S&P Mid-Cap ETF shares in Q4 2022, an estimated $8K.
Lehman & Derafelo Financial Resources first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's iShares Core S&P Mid-Cap ETF position peaked at $10K in Q3 2021.
1,924 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.