Lehman & Derafelo Financial Resources’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,596	Closed	-$84K	–	145
2022 Q3	$84K	Hold	1,596	–	–	0.03%	112
2022 Q2	$87K	Buy	+1,596	New	+$95.8K	0.03%	116
2021 Q4	–	Sell	-340	Closed	-$23K	–	145
2021 Q3	$23K	Hold	340	–	–	0.01%	148
2021 Q2	$23K	Hold	340	–	–	0.01%	174
2021 Q1	$21K	Hold	340	–	–	0.01%	177
2020 Q4	$20K	Hold	340	–	–	0.01%	174
2020 Q3	$18K	Hold	340	–	–	0.01%	207
2020 Q2	$16K	Hold	340	–	–	0.01%	204
2020 Q1	$13K	Hold	340	–	–	0.01%	153
2019 Q4	$15K	Hold	340	–	–	0.01%	166
2019 Q3	$14K	Hold	340	–	–	0.01%	156
2019 Q2	$14K	Hold	340	–	–	0.01%	149
2019 Q1	$13K	Sell	340 -64	-16%	-$2.3K	0.01%	152
2018 Q4	$13K	Buy	+404	New	+$14.2K	0.01%	138

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 1,596 shares — an estimated $84K sold.

Lehman & Derafelo Financial Resources first reported a position in IWF in Q4 2018 and held it in 14 quarters. The position peaked at $87K in Q2 2022. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,596 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $84K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Russell 1000 Growth ETF position peaked at $87K in Q2 2022.
1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

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