Lehman & Derafelo Financial Resources’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-348	Closed	-$47K	–	144
2022 Q3	$47K	Hold	348	–	–	0.01%	126
2022 Q2	$50K	Buy	+348	New	+$54.4K	0.02%	128
2021 Q4	–	Sell	-69	Closed	-$11K	–	144
2021 Q3	$11K	Hold	69	–	–	﹤0.01%	166
2021 Q2	$11K	Hold	69	–	–	﹤0.01%	193
2021 Q1	$10K	Hold	69	–	–	﹤0.01%	197
2020 Q4	$9K	Hold	69	–	–	﹤0.01%	197
2020 Q3	$8K	Hold	69	–	–	﹤0.01%	234
2020 Q2	$8K	Hold	69	–	–	﹤0.01%	220
2020 Q1	$7K	Hold	69	–	–	﹤0.01%	166
2019 Q4	$9K	Hold	69	–	–	﹤0.01%	175
2019 Q3	$9K	Hold	69	–	–	﹤0.01%	164
2019 Q2	$9K	Hold	69	–	–	﹤0.01%	155
2019 Q1	$9K	Hold	69	–	–	﹤0.01%	156
2018 Q4	$8K	Buy	+69	New	+$8.27K	﹤0.01%	146

Other funds holding IWD

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

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

AWA

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

Lehman & Derafelo Financial Resources sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2022, closing a stake of 348 shares — an estimated $47K sold.

Lehman & Derafelo Financial Resources first reported a position in IWD in Q4 2018 and held it in 14 quarters. The position peaked at $50K in Q2 2022. 1,462 funds tracked by Wall St. Rank hold IWD as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell 1000 Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 348 iShares Russell 1000 Value ETF shares in Q4 2022, an estimated $47K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Russell 1000 Value ETF position peaked at $50K in Q2 2022.
1,462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2022.

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