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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-88	Closed	-$9K	–	136
2022 Q3	$9K	Hold	88	–	–	﹤0.01%	166
2022 Q2	$9K	Buy	+88	New	+$9.97K	﹤0.01%	175
2021 Q4	–	Sell	-24	Closed	-$3K	–	137
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	190
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	214
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	215
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	216
2020 Q3	$2K	Sell	24 -72	-75%	-$6.44K	﹤0.01%	263
2020 Q2	$8K	Hold	96	–	–	﹤0.01%	218
2020 Q1	$7K	Hold	96	–	–	﹤0.01%	164
2019 Q4	$9K	Hold	96	–	–	﹤0.01%	173
2019 Q3	$9K	Hold	96	–	–	﹤0.01%	162
2019 Q2	$9K	Hold	96	–	–	﹤0.01%	153
2019 Q1	$9K	Hold	96	–	–	﹤0.01%	155
2018 Q4	$8K	Buy	+96	New	+$8.55K	﹤0.01%	145

Other funds holding IJT

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2022, closing a stake of 88 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in IJT in Q4 2018 and held it in 14 quarters. The position peaked at $9K in Q3 2022. 641 funds tracked by Wall St. Rank hold IJT as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 88 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares S&P Small-Cap 600 Growth ETF position peaked at $9K in Q3 2022.
641 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2022.

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