Lehman & Derafelo Financial Resources’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$4.74M	Sell	12,336 -11,745	-49%	-$4.53M	1.41%	14
2022 Q3	$8.64M	Buy	24,081 +18,525	+333%	+$7.4M	2.72%	9
2022 Q2	$2.11M	Hold	5,556	–	–	0.65%	22
2022 Q1	$2.52M	Buy	5,556 +325	+6%	+$145K	0.7%	22
2021 Q4	$2.5M	Hold	5,231	–	–	0.75%	21
2021 Q3	$2.25M	Sell	5,231 -21,652	-81%	-$9.59M	0.73%	25
2021 Q2	$11.6M	Buy	26,883 +25	+0.1%	+$10.5K	3.16%	5
2021 Q1	$10.7M	Hold	26,858	–	–	3%	6
2020 Q4	$10.1M	Hold	26,858	–	–	3.02%	6
2020 Q3	$9.03M	Hold	26,858	–	–	2.87%	6
2020 Q2	$8.32M	Sell	26,858 -5,853	-18%	-$1.72M	2.9%	6
2020 Q1	$8.45M	Buy	32,711 +125	+0.4%	+$38.3K	3.52%	6
2019 Q4	$10.5M	Hold	32,586	–	–	3.78%	5
2019 Q3	$9.73M	Hold	32,586	–	–	3.72%	5
2019 Q2	$9.78M	Sell	32,586 -33	-0.1%	-$9.56K	3.99%	5
2019 Q1	$9.28M	Buy	32,619 +11	+0%	+$3.01K	4.01%	5
2018 Q4	$8.21M	Buy	+32,608	New	+$8.86M	4.08%	6

Other funds holding IVV

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

AWA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Lehman & Derafelo Financial Resources reduced its iShares Core S&P 500 ETF (IVV) stake by 49% in Q4 2022, selling an estimated $4.53M and leaving 12,336 shares worth $4.74M. The position accounts for 1.41% of the portfolio, ranked #14.

Lehman & Derafelo Financial Resources first reported a position in IVV in Q4 2018 and has held it in 17 quarters since. The position peaked at $11.6M in Q2 2021. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Lehman & Derafelo Financial Resources held 12,336 shares of iShares Core S&P 500 ETF worth $4.74M as of Q4 2022.
Lehman & Derafelo Financial Resources sold 11,745 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $4.53M.
iShares Core S&P 500 ETF made up 1.41% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #14 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's iShares Core S&P 500 ETF position peaked at $11.6M in Q2 2021.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

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