Lehman & Derafelo Financial Resources’s iShares Global Tech ETF IXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-73	Closed	-$3K	–	152
2022 Q3	$3K	Hold	73	–	–	﹤0.01%	191
2022 Q2	$3K	Buy	+73	New	+$3.69K	﹤0.01%	195
2021 Q4	–	Sell	-73	Closed	-$4K	–	151
2021 Q3	$4K	Buy	73 +1	+1%	+$59	﹤0.01%	189
2021 Q2	$4K	Hold	72	–	–	﹤0.01%	213
2021 Q1	$4K	Hold	72	–	–	﹤0.01%	213
2020 Q4	$4K	Hold	72	–	–	﹤0.01%	213
2020 Q3	$3K	Hold	72	–	–	﹤0.01%	258
2020 Q2	$3K	Buy	+72	New	+$2.55K	﹤0.01%	242

Other funds holding IXN

AWA

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Lehman & Derafelo Financial Resources sold out of iShares Global Tech ETF (IXN) in Q4 2022, closing a stake of 73 shares — an estimated $3K sold.

Lehman & Derafelo Financial Resources first reported a position in IXN in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 364 funds tracked by Wall St. Rank hold IXN as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Global Tech ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 73 iShares Global Tech ETF shares in Q4 2022, an estimated $3K.
Lehman & Derafelo Financial Resources first reported a position in iShares Global Tech ETF in Q2 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's iShares Global Tech ETF position peaked at $4K in Q3 2021.
364 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2022.

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