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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-102	Closed	-$10K	–	151
2022 Q3	$10K	Hold	102	–	–	﹤0.01%	163
2022 Q2	$10K	Buy	+102	New	+$11.4K	﹤0.01%	170
2021 Q4	–	Sell	-48	Closed	-$5K	–	150
2021 Q3	$5K	Hold	48	–	–	﹤0.01%	184
2021 Q2	$6K	Sell	48 -67	-58%	-$7.68K	﹤0.01%	206
2021 Q1	$13K	Sell	115 -59	-34%	-$6.14K	﹤0.01%	188
2020 Q4	$17K	Hold	174	–	–	0.01%	181
2020 Q3	$14K	Sell	174 -86	-33%	-$6.96K	﹤0.01%	222
2020 Q2	$20K	Hold	260	–	–	0.01%	188
2020 Q1	$17K	Sell	260 -11	-4%	-$941	0.01%	142
2019 Q4	$26K	Hold	271	–	–	0.01%	151
2019 Q3	$24K	Sell	271 -47	-15%	-$4.16K	0.01%	141
2019 Q2	$29K	Hold	318	–	–	0.01%	136
2019 Q1	$28K	Hold	318	–	–	0.01%	138
2018 Q4	$24K	Buy	+318	New	+$26.6K	0.01%	131

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 102 shares — an estimated $10K sold.

Lehman & Derafelo Financial Resources first reported a position in IWS in Q4 2018 and held it in 14 quarters. The position peaked at $29K in Q2 2019. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 102 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $10K.
Lehman & Derafelo Financial Resources first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Russell Mid-Cap Value ETF position peaked at $29K in Q2 2019.
831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

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