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

Lehman & Derafelo Financial Resources’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.64M Buy
17,304
+455
+3% +$43.6K 0.49% 30
2022
Q3 		$1.47M Sell
16,849
-100
-0.6% -$9.71K 0.46% 31
2022
Q2 		$1.57M Buy
16,949
+4
+0% +$398 0.48% 30
2022
Q1 		$1.83M Sell
16,945
-248
-1% -$26.8K 0.51% 29
2021
Q4 		$1.97M Sell
17,193
-300
-2% -$34.2K 0.6% 27
2021
Q3 		$1.91M Sell
17,493
-1,000
-5% -$110K 0.62% 29
2021
Q2 		$2.09M Buy
18,493
+25
+0.1% +$2.79K 0.57% 31
2021
Q1 		$2M Sell
18,468
-1,836
-9% -$192K 0.56% 31
2020
Q4 		$1.87M Buy
20,304
+308
+2% +$25.3K 0.56% 32
2020
Q3 		$1.4M Sell
19,996
-2,195
-10% -$157K 0.45% 39
2020
Q2 		$1.51M Sell
22,191
-1,347
-6% -$85K 0.53% 39
2020
Q1 		$1.32M Sell
23,538
-2,259
-9% -$168K 0.55% 33
2019
Q4 		$2.16M Hold
25,797
– – 0.78% 28
2019
Q3 		$2.01M Sell
25,797
-200
-0.8% -$15.5K 0.77% 27
2019
Q2 		$2.05M Sell
25,997
-415
-2% -$32.2K 0.83% 26
2019
Q1 		$2.04M Sell
26,412
-430
-2% -$33K 0.88% 25
2018
Q4 		$1.86M Buy
+26,842
New +$2.07M 0.93% 24

Other funds holding IJR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q4 2022, buying an estimated $43.6K and bringing the position to 17,304 shares worth $1.64M. The position accounts for 0.49% of the portfolio, ranked #30.

Lehman & Derafelo Financial Resources first reported a position in IJR in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.16M in Q4 2019. 2,131 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 17,304 shares of iShares Core S&P Small-Cap ETF worth $1.64M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 455 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $43.6K.
  • iShares Core S&P Small-Cap ETF made up 0.49% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #30 holding.
  • Lehman & Derafelo Financial Resources first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's iShares Core S&P Small-Cap ETF position peaked at $2.16M in Q4 2019.
  • 2,131 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

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