Lehman & Derafelo Financial Resources’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,316	Closed	-$76K	–	143
2022 Q3	$76K	Hold	1,316	–	–	0.02%	115
2022 Q2	$79K	Buy	+1,316	New	+$87.1K	0.02%	119
2021 Q4	–	Sell	-1,044	Closed	-$77K	–	143
2021 Q3	$77K	Hold	1,044	–	–	0.03%	123
2021 Q2	$76K	Hold	1,044	–	–	0.02%	144
2021 Q1	$68K	Hold	1,044	–	–	0.02%	141
2020 Q4	$67K	Hold	1,044	–	–	0.02%	139
2020 Q3	$60K	Hold	1,044	–	–	0.02%	167
2020 Q2	$54K	Buy	1,044 +308	+42%	+$14.8K	0.02%	157
2020 Q1	$30K	Hold	736	–	–	0.01%	125
2019 Q4	$36K	Buy	736 +640	+667%	+$29.7K	0.01%	142
2019 Q3	$4K	Hold	96	–	–	﹤0.01%	178
2019 Q2	$4K	Hold	96	–	–	﹤0.01%	171
2019 Q1	$4K	Hold	96	–	–	﹤0.01%	170
2018 Q4	$4K	Buy	+96	New	+$3.88K	﹤0.01%	159

Other funds holding IVW

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

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

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

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

AWA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 IVW Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 1,316 shares — an estimated $76K sold.

Lehman & Derafelo Financial Resources first reported a position in IVW in Q4 2018 and held it in 14 quarters. The position peaked at $79K in Q2 2022. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,316 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $76K.
Lehman & Derafelo Financial Resources first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares S&P 500 Growth ETF position peaked at $79K in Q2 2022.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

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