Lehman & Derafelo Financial Resources’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-214	Closed	-$17K	–	140
2022 Q3	$17K	Hold	214	–	–	0.01%	151
2022 Q2	$18K	Buy	+214	New	+$19.5K	0.01%	155
2021 Q4	–	Sell	-213	Closed	-$21K	–	140
2021 Q3	$21K	Hold	213	–	–	0.01%	154
2021 Q2	$21K	Hold	213	–	–	0.01%	179
2021 Q1	$19K	Hold	213	–	–	0.01%	178
2020 Q4	$18K	Buy	213 +1	+0.5%	+$81	0.01%	176
2020 Q3	$16K	Hold	212	–	–	0.01%	214
2020 Q2	$15K	Buy	+212	New	+$13.9K	0.01%	205

Other funds holding ITOT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AWA

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 214 shares — an estimated $17K sold.

Lehman & Derafelo Financial Resources first reported a position in ITOT in Q2 2020 and held it in 8 quarters. The position peaked at $21K in Q3 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 214 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $17K.
Lehman & Derafelo Financial Resources first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's iShares Core S&P Total US Stock Market ETF position peaked at $21K in Q3 2021.
1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

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