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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-251	Closed	-$52K	–	148
2022 Q3	$52K	Hold	251	–	–	0.02%	124
2022 Q2	$52K	Buy	+251	New	+$56K	0.02%	126
2021 Q4	–	Sell	-251	Closed	-$74K	–	148
2021 Q3	$74K	Hold	251	–	–	0.02%	125
2021 Q2	$78K	Hold	251	–	–	0.02%	141
2021 Q1	$75K	Hold	251	–	–	0.02%	138
2020 Q4	$72K	Hold	251	–	–	0.02%	137
2020 Q3	$56K	Sell	251 -148	-37%	-$32.4K	0.02%	169
2020 Q2	$83K	Hold	399	–	–	0.03%	143
2020 Q1	$63K	Hold	399	–	–	0.03%	108
2019 Q4	$85K	Hold	399	–	–	0.03%	120
2019 Q3	$77K	Hold	399	–	–	0.03%	114
2019 Q2	$81K	Hold	399	–	–	0.03%	112
2019 Q1	$78K	Sell	399 -59	-13%	-$11.2K	0.03%	116
2018 Q4	$77K	Buy	+458	New	+$85.4K	0.04%	108

Other funds holding IWO

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2022, closing a stake of 251 shares — an estimated $52K sold.

Lehman & Derafelo Financial Resources first reported a position in IWO in Q4 2018 and held it in 14 quarters. The position peaked at $85K in Q4 2019. 836 funds tracked by Wall St. Rank hold IWO as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 251 iShares Russell 2000 Growth ETF shares in Q4 2022, an estimated $52K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Russell 2000 Growth ETF position peaked at $85K in Q4 2019.
836 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2022.

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