Lenox Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Lenox Wealth Advisors’s Portfolio IDNA Stock Details IDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$61K	Hold	1,760	–	–	0.01%	227
2021 Q4	$77K	Buy	+1,760	New	+$83.3K	0.01%	202

Other funds holding IDNA

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lenox Wealth Advisors's IDNA Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares Genomics Immunology and Healthcare ETF (IDNA) position steady in Q1 2022 at 1,760 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #227.

Lenox Wealth Advisors first reported a position in IDNA in Q4 2021 and has held it in 2 quarters since. The position peaked at $77K in Q4 2021. 86 funds tracked by Wall St. Rank hold IDNA as of Q1 2022.

Lenox Wealth Advisors held 1,760 shares of iShares Genomics Immunology and Healthcare ETF worth $61K as of Q1 2022.
Lenox Wealth Advisors left its iShares Genomics Immunology and Healthcare ETF share count unchanged in Q1 2022.
iShares Genomics Immunology and Healthcare ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #227 holding.
Lenox Wealth Advisors first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2021 and has held it in 2 quarters since.
Lenox Wealth Advisors's iShares Genomics Immunology and Healthcare ETF position peaked at $77K in Q4 2021.
86 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.