Lehman & Derafelo Financial Resources’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-120	Closed	-$10K	–	154
2022 Q3	$10K	Hold	120	–	–	﹤0.01%	164
2022 Q2	$11K	Buy	+120	New	+$11.5K	﹤0.01%	167
2021 Q4	–	Sell	-120	Closed	-$13K	–	153
2021 Q3	$13K	Sell	120 -30	-20%	-$3.37K	﹤0.01%	163
2021 Q2	$17K	Hold	150	–	–	﹤0.01%	186
2021 Q1	$16K	Buy	+150	New	+$15.1K	﹤0.01%	185

Other funds holding IYJ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 120 shares — an estimated $10K sold.

Lehman & Derafelo Financial Resources first reported a position in IYJ in Q1 2021 and held it in 5 quarters. The position peaked at $17K in Q2 2021. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 120 iShares US Industrials ETF shares in Q4 2022, an estimated $10K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 5 quarters.
Lehman & Derafelo Financial Resources's iShares US Industrials ETF position peaked at $17K in Q2 2021.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

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