Lehman & Derafelo Financial Resources’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-139	Closed	-$23K	–	146
2022 Q3	$23K	Hold	139	–	–	0.01%	146
2022 Q2	$24K	Buy	+139	New	+$25.6K	0.01%	150
2021 Q4	–	Sell	-139	Closed	-$30K	–	146
2021 Q3	$30K	Hold	139	–	–	0.01%	144
2021 Q2	$32K	Hold	139	–	–	0.01%	163
2021 Q1	$31K	Buy	139 +13	+10%	+$2.84K	0.01%	161
2020 Q4	$25K	Hold	126	–	–	0.01%	168
2020 Q3	$19K	Hold	126	–	–	0.01%	205
2020 Q2	$18K	Sell	126 -3	-2%	-$394	0.01%	196
2020 Q1	$15K	Hold	129	–	–	0.01%	149
2019 Q4	$21K	Hold	129	–	–	0.01%	157
2019 Q3	$20K	Buy	129 +12	+10%	+$1.83K	0.01%	146
2019 Q2	$18K	Buy	117 +114	+3,800%	+$17.6K	0.01%	142
2019 Q1	$0	Hold	3	–	–	﹤0.01%	191
2018 Q4	$0	Buy	+3	New	+$448	﹤0.01%	178

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 139 shares — an estimated $23K sold.

Lehman & Derafelo Financial Resources first reported a position in IWM in Q4 2018 and held it in 14 quarters. The position peaked at $32K in Q2 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 139 iShares Russell 2000 ETF shares in Q4 2022, an estimated $23K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Russell 2000 ETF position peaked at $32K in Q2 2021.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

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