LDFR
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Lehman & Derafelo Financial Resources’s iShares US Equity Factor ETF LRGF Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$234K Hold
6,000
– – 0.07% 98
2022
Q3 		$217K Hold
6,000
– – 0.07% 93
2022
Q2 		$227K Hold
6,000
– – 0.07% 96
2022
Q1 		$267K Hold
6,000
– – 0.07% 93
2021
Q4 		$279K Hold
6,000
– – 0.08% 82
2021
Q3 		$253K Hold
6,000
– – 0.08% 85
2021
Q2 		$257K Hold
6,000
– – 0.07% 98
2021
Q1 		$244K Hold
6,000
– – 0.07% 102
2020
Q4 		$226K Hold
6,000
– – 0.07% 103
2020
Q3 		$199K Hold
6,000
– – 0.06% 129
2020
Q2 		$186K Hold
6,000
– – 0.06% 116
2020
Q1 		$159K Hold
6,000
– – 0.07% 92
2019
Q4 		$207K Hold
6,000
– – 0.07% 101
2019
Q3 		$192K Hold
6,000
– – 0.07% 98
2019
Q2 		$193K Hold
6,000
– – 0.08% 99
2019
Q1 		$186K Hold
6,000
– – 0.08% 95
2018
Q4 		$167K Buy
+6,000
New +$185K 0.08% 86

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources held its iShares US Equity Factor ETF (LRGF) position steady in Q4 2022 at 6,000 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #98.

Lehman & Derafelo Financial Resources first reported a position in LRGF in Q4 2018 and has held it in 17 quarters since. The position peaked at $279K in Q4 2021. 158 funds tracked by Wall St. Rank hold LRGF as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 6,000 shares of iShares US Equity Factor ETF worth $234K as of Q4 2022.
  • Lehman & Derafelo Financial Resources left its iShares US Equity Factor ETF share count unchanged in Q4 2022.
  • iShares US Equity Factor ETF made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #98 holding.
  • Lehman & Derafelo Financial Resources first reported a position in iShares US Equity Factor ETF in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's iShares US Equity Factor ETF position peaked at $279K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2022.

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