Lehman & Derafelo Financial Resources’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-76	Closed	-$7K	–	133
2022 Q3	$7K	Hold	76	–	–	﹤0.01%	176
2022 Q2	$7K	Buy	+76	New	+$7.75K	﹤0.01%	183
2021 Q4	–	Sell	-6	Closed	-$1K	–	134
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	196
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	220
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	223
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	223
2020 Q3	$0	Hold	6	–	–	﹤0.01%	277
2020 Q2	$0	Sell	6 -26	-81%	-$1.63K	﹤0.01%	257
2020 Q1	$2K	Hold	32	–	–	﹤0.01%	188
2019 Q4	$3K	Hold	32	–	–	﹤0.01%	193
2019 Q3	$3K	Hold	32	–	–	﹤0.01%	183
2019 Q2	$3K	Buy	+32	New	+$2.54K	﹤0.01%	174

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022, closing a stake of 76 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in IJJ in Q2 2019 and held it in 12 quarters. The position peaked at $7K in Q3 2022. 690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 76 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2022, an estimated $7K.
Lehman & Derafelo Financial Resources first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 12 quarters.
Lehman & Derafelo Financial Resources's iShares S&P Mid-Cap 400 Value ETF position peaked at $7K in Q3 2022.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

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