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Lehman & Derafelo Financial Resources’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-58
Closed -$5K – 149
2022
Q3 		$5K Hold
58
– – ﹤0.01% 184
2022
Q2 		$5K Buy
+58
New +$5.05K ﹤0.01% 188

Other funds holding IWP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, closing a stake of 58 shares — an estimated $5K sold.

Lehman & Derafelo Financial Resources first reported a position in IWP in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 886 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

  • Lehman & Derafelo Financial Resources reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 58 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $5K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's iShares Russell Mid-Cap Growth ETF position peaked at $5K in Q3 2022.
  • 886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

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