Lehman & Derafelo Financial Resources’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-183	Closed	-$23K	–	142
2022 Q3	$23K	Hold	183	–	–	0.01%	145
2022 Q2	$25K	Buy	+183	New	+$27K	0.01%	147
2021 Q4	–	Sell	-182	Closed	-$26K	–	142
2021 Q3	$26K	Hold	182	–	–	0.01%	146
2021 Q2	$27K	Hold	182	–	–	0.01%	169
2021 Q1	$26K	Hold	182	–	–	0.01%	168
2020 Q4	$23K	Hold	182	–	–	0.01%	171
2020 Q3	$20K	Hold	182	–	–	0.01%	203
2020 Q2	$20K	Buy	182 +144	+379%	+$15.3K	0.01%	187
2020 Q1	$4K	Hold	38	–	–	﹤0.01%	181
2019 Q4	$5K	Hold	38	–	–	﹤0.01%	187
2019 Q3	$5K	Hold	38	–	–	﹤0.01%	174
2019 Q2	$4K	Hold	38	–	–	﹤0.01%	170
2019 Q1	$4K	Hold	38	–	–	﹤0.01%	169
2018 Q4	$4K	Buy	+38	New	+$4.16K	﹤0.01%	158

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

AWA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares S&P 500 Value ETF (IVE) in Q4 2022, closing a stake of 183 shares — an estimated $23K sold.

Lehman & Derafelo Financial Resources first reported a position in IVE in Q4 2018 and held it in 14 quarters. The position peaked at $27K in Q2 2021. 1,115 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares S&P 500 Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 183 iShares S&P 500 Value ETF shares in Q4 2022, an estimated $23K.
Lehman & Derafelo Financial Resources first reported a position in iShares S&P 500 Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares S&P 500 Value ETF position peaked at $27K in Q2 2021.
1,115 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

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