Lehman & Derafelo Financial Resources’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-150	Closed	-$9K	–	141
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	167
2022 Q2	$10K	Buy	+150	New	+$10.8K	﹤0.01%	169
2021 Q4	–	Sell	-150	Closed	-$11K	–	141
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	165
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	192
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	196
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	196
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	233
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	219
2020 Q1	$7K	Hold	150	–	–	﹤0.01%	165
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	174
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	163
2019 Q2	$9K	Hold	150	–	–	﹤0.01%	154
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	158
2018 Q4	$7K	Buy	+150	New	+$7.97K	﹤0.01%	151

Other funds holding IUSV

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2022, closing a stake of 150 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in IUSV in Q4 2018 and held it in 14 quarters. The position peaked at $11K in Q3 2021. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Core S&P US Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 150 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Core S&P US Value ETF position peaked at $11K in Q3 2021.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

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