Lenox Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$33K	Hold	314	–	–	﹤0.01%	299
2021 Q4	$35K	Buy	314 +200	+175%	+$21.8K	﹤0.01%	309
2021 Q3	$12K	Hold	114	–	–	﹤0.01%	445
2021 Q2	$12K	Buy	+114	New	+$12.2K	﹤0.01%	440
2020 Q3	–	Sell	-54	Closed	-$4K	–	606
2020 Q2	$4K	Buy	+54	New	+$3.39K	﹤0.01%	459
2020 Q1	–	Sell	-150	Closed	-$13K	–	852
2019 Q4	$13K	Buy	+150	New	+$12.3K	﹤0.01%	386

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2022 at 314 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Lenox Wealth Advisors first reported a position in IJJ in Q4 2019 and has held it in 6 quarters since. The position peaked at $35K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

Lenox Wealth Advisors held 314 shares of iShares S&P Mid-Cap 400 Value ETF worth $33K as of Q1 2022.
Lenox Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2022.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #299 holding.
Lenox Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 6 quarters since.
Lenox Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $35K in Q4 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

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