Lehman & Derafelo Financial Resources’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-60	Closed	-$4K	–	155
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	188
2022 Q2	$5K	Buy	+60	New	+$5.31K	﹤0.01%	189
2021 Q4	–	Sell	-60	Closed	-$6K	–	154
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	182
2021 Q2	$6K	Hold	60	–	–	﹤0.01%	207
2021 Q1	$5K	Hold	60	–	–	﹤0.01%	209
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	210
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	250
2020 Q2	$4K	Hold	60	–	–	﹤0.01%	238
2020 Q1	$3K	Sell	60 -1,152	-95%	-$66.8K	﹤0.01%	185
2019 Q4	$70K	Hold	1,212	–	–	0.03%	124
2019 Q3	$62K	Hold	1,212	–	–	0.02%	119
2019 Q2	$62K	Hold	1,212	–	–	0.03%	118
2019 Q1	$58K	Hold	1,212	–	–	0.03%	120
2018 Q4	$48K	Buy	+1,212	New	+$52.5K	0.02%	113

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

AWA

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 60 shares — an estimated $4K sold.

Lehman & Derafelo Financial Resources first reported a position in IYW in Q4 2018 and held it in 14 quarters. The position peaked at $70K in Q4 2019. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 60 iShares US Technology ETF shares in Q4 2022, an estimated $4K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Technology ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares US Technology ETF position peaked at $70K in Q4 2019.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

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