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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-95	Closed	-$12K	–	147
2022 Q3	$12K	Hold	95	–	–	﹤0.01%	161
2022 Q2	$13K	Buy	+95	New	+$14.1K	﹤0.01%	165
2021 Q4	–	Sell	-195	Closed	-$31K	–	147
2021 Q3	$31K	Hold	195	–	–	0.01%	142
2021 Q2	$32K	Hold	195	–	–	0.01%	164
2021 Q1	$31K	Hold	195	–	–	0.01%	162
2020 Q4	$26K	Hold	195	–	–	0.01%	167
2020 Q3	$19K	Hold	195	–	–	0.01%	206
2020 Q2	$19K	Hold	195	–	–	0.01%	190
2020 Q1	$16K	Hold	195	–	–	0.01%	146
2019 Q4	$25K	Hold	195	–	–	0.01%	152
2019 Q3	$23K	Hold	195	–	–	0.01%	144
2019 Q2	$24K	Hold	195	–	–	0.01%	139
2019 Q1	$23K	Hold	195	–	–	0.01%	141
2018 Q4	$21K	Buy	+195	New	+$23.5K	0.01%	133

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

AWA

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

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

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

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

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

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

Lehman & Derafelo Financial Resources sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2022, closing a stake of 95 shares — an estimated $12K sold.

Lehman & Derafelo Financial Resources first reported a position in IWN in Q4 2018 and held it in 14 quarters. The position peaked at $32K in Q2 2021. 932 funds tracked by Wall St. Rank hold IWN as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell 2000 Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 95 iShares Russell 2000 Value ETF shares in Q4 2022, an estimated $12K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Russell 2000 Value ETF position peaked at $32K in Q2 2021.
932 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2022.

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