Lehman & Derafelo Financial Resources’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,287	Closed	-$61K	–	153
2022 Q3	$61K	Buy	1,287 +3	+0.2%	+$157	0.02%	120
2022 Q2	$63K	Buy	+1,284	New	+$69.6K	0.02%	123
2021 Q4	–	Sell	-2,181	Closed	-$137K	–	152
2021 Q3	$137K	Buy	2,181 +3	+0.1%	+$188	0.04%	111
2021 Q2	$135K	Buy	2,178 +900	+70%	+$55K	0.04%	127
2021 Q1	$73K	Buy	1,278 +939	+277%	+$50.8K	0.02%	140
2020 Q4	$17K	Buy	339 +3	+0.9%	+$135	0.01%	182
2020 Q3	$14K	Buy	336 +3	+0.9%	+$124	﹤0.01%	223
2020 Q2	$13K	Hold	333	–	–	﹤0.01%	209
2020 Q1	$11K	Buy	+333	New	+$15.2K	﹤0.01%	155

Other funds holding IYG

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 1,287 shares — an estimated $61K sold.

Lehman & Derafelo Financial Resources first reported a position in IYG in Q1 2020 and held it in 9 quarters. The position peaked at $137K in Q3 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,287 iShares US Financial Services ETF shares in Q4 2022, an estimated $61K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Financial Services ETF in Q1 2020 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's iShares US Financial Services ETF position peaked at $137K in Q3 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

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