Lehman & Derafelo Financial Resources’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-26	Closed	-$2K	–	135
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	193
2022 Q2	$2K	Buy	+26	New	+$2.49K	﹤0.01%	199
2021 Q4	–	Sell	-40	Closed	-$4K	–	136
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	187
2021 Q2	$4K	Hold	40	–	–	﹤0.01%	211
2021 Q1	$4K	Hold	40	–	–	﹤0.01%	211
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	215
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	262
2020 Q2	$2K	Sell	40 -56	-58%	-$3.14K	﹤0.01%	247
2020 Q1	$5K	Hold	96	–	–	﹤0.01%	175
2019 Q4	$8K	Hold	96	–	–	﹤0.01%	178
2019 Q3	$7K	Hold	96	–	–	﹤0.01%	170
2019 Q2	$7K	Buy	96 +70	+269%	+$5.19K	﹤0.01%	162
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	177
2018 Q4	$2K	Buy	+26	New	+$1.93K	﹤0.01%	167

Other funds holding IJS

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 26 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in IJS in Q4 2018 and held it in 14 quarters. The position peaked at $8K in Q4 2019. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 26 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $2K.
Lehman & Derafelo Financial Resources first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares S&P Small-Cap 600 Value ETF position peaked at $8K in Q4 2019.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

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