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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-118	Closed	-$7K	–	134
2022 Q3	$7K	Hold	118	–	–	﹤0.01%	177
2022 Q2	$8K	Buy	+118	New	+$8.29K	﹤0.01%	180
2021 Q4	–	Sell	-56	Closed	-$4K	–	135
2021 Q3	$4K	Hold	56	–	–	﹤0.01%	186
2021 Q2	$5K	Hold	56	–	–	﹤0.01%	209
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	210
2020 Q4	$4K	Hold	56	–	–	﹤0.01%	212
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	257
2020 Q2	$3K	Sell	56 -80	-59%	-$4.16K	﹤0.01%	241
2020 Q1	$6K	Hold	136	–	–	﹤0.01%	168
2019 Q4	$8K	Hold	136	–	–	﹤0.01%	177
2019 Q3	$8K	Hold	136	–	–	﹤0.01%	166
2019 Q2	$8K	Buy	136 +112	+467%	+$6.21K	﹤0.01%	158
2019 Q1	$1K	Sell	24 -116	-83%	-$6.12K	﹤0.01%	183
2018 Q4	$7K	Buy	+140	New	+$7.33K	﹤0.01%	150

Other funds holding IJK

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022, closing a stake of 118 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in IJK in Q4 2018 and held it in 14 quarters. The position peaked at $8K in Q2 2022. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 118 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $7K.
Lehman & Derafelo Financial Resources first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8K in Q2 2022.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

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