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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-250	Closed	-$16K	–	150
2022 Q3	$16K	Hold	250	–	–	0.01%	153
2022 Q2	$16K	Buy	+250	New	+$17.8K	﹤0.01%	159
2021 Q4	–	Sell	-250	Closed	-$20K	–	149
2021 Q3	$20K	Hold	250	–	–	0.01%	155
2021 Q2	$20K	Buy	+250	New	+$19.4K	0.01%	180
2021 Q1	–	Sell	-102	Closed	-$7K	–	234
2020 Q4	$7K	Hold	102	–	–	﹤0.01%	205
2020 Q3	$6K	Hold	102	–	–	﹤0.01%	246
2020 Q2	$5K	Hold	102	–	–	﹤0.01%	234
2020 Q1	$4K	Hold	102	–	–	﹤0.01%	182
2019 Q4	$6K	Hold	102	–	–	﹤0.01%	184
2019 Q3	$6K	Buy	+102	New	+$5.7K	﹤0.01%	172

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 250 shares — an estimated $16K sold.

Lehman & Derafelo Financial Resources first reported a position in IWR in Q3 2019 and held it in 10 quarters. The position peaked at $20K in Q3 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 250 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $16K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's iShares Russell Mid-Cap ETF position peaked at $20K in Q3 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

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