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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$5K	Hold	64	–	–	﹤0.01%	564
2021 Q4	$5K	Hold	64	–	–	﹤0.01%	602
2021 Q3	$5K	Hold	64	–	–	﹤0.01%	555
2021 Q2	$5K	Buy	+64	New	+$5.14K	﹤0.01%	552
2020 Q3	–	Sell	-100	Closed	-$6K	–	607
2020 Q2	$6K	Buy	+100	New	+$5.19K	﹤0.01%	414
2020 Q1	–	Sell	-220	Closed	-$13K	–	853
2019 Q4	$13K	Buy	+220	New	+$12.6K	﹤0.01%	387

Other funds holding IJK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2022 at 64 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Lenox Wealth Advisors first reported a position in IJK in Q4 2019 and has held it in 6 quarters since. The position peaked at $13K in Q4 2019. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Lenox Wealth Advisors held 64 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5K as of Q1 2022.
Lenox Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2022.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #564 holding.
Lenox Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 6 quarters since.
Lenox Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13K in Q4 2019.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

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