Lenox Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$219K	Buy	2,099 +93	+5%	+$10K	0.03%	107
2021 Q4	$230K	Hold	2,006	–	–	0.03%	101
2021 Q3	$219K	Hold	2,006	–	–	0.03%	98
2021 Q2	$227K	Sell	2,006 -61	-3%	-$6.8K	0.03%	97
2021 Q1	$224K	Buy	2,067 +61	+3%	+$6.38K	0.03%	78
2020 Q4	$184K	Hold	2,006	–	–	0.03%	89
2020 Q3	$141K	Hold	2,006	–	–	0.02%	97
2020 Q2	$137K	Buy	2,006 +1,929	+2,505%	+$122K	0.02%	88
2020 Q1	$4K	Sell	77 -266	-78%	-$19.8K	﹤0.01%	453
2019 Q4	$29K	Sell	343 -396	-54%	-$31.9K	﹤0.01%	263
2019 Q3	$58K	Buy	739 +202	+38%	+$15.6K	0.01%	143
2019 Q2	$42K	Sell	537 -9	-2%	-$699	0.01%	155
2019 Q1	$42K	Sell	546 -394	-42%	-$30.3K	0.01%	144
2018 Q4	$65K	Buy	940 +9	+1%	+$696	0.01%	113
2018 Q3	$81K	Hold	931	–	–	0.02%	111
2018 Q2	$78K	Buy	931 +77	+9%	+$6.28K	0.02%	103
2018 Q1	$66K	Hold	854	–	–	0.02%	142
2017 Q4	$66K	Hold	854	–	–	0.02%	93
2017 Q3	$63K	Hold	854	–	–	0.02%	49
2017 Q2	$60K	Buy	854 +394	+86%	+$27.3K	0.02%	48
2017 Q1	$32K	Hold	460	–	–	0.01%	56
2016 Q4	$32K	Sell	460 -260	-36%	-$16.8K	0.01%	67
2016 Q3	$45K	Hold	720	–	–	0.01%	93
2016 Q2	$42K	Hold	720	–	–	0.01%	96
2016 Q1	$41K	Buy	720 +460	+177%	+$24K	0.01%	99
2015 Q4	$14K	Sell	260 -86	-25%	-$4.85K	﹤0.01%	164
2015 Q3	$18K	Buy	346 +86	+33%	+$4.88K	0.01%	143
2015 Q2	$15K	Hold	260	–	–	0.01%	114
2015 Q1	$15K	Hold	260	–	–	0.01%	140
2014 Q4	$15K	Hold	260	–	–	0.01%	147
2014 Q3	$14K	Buy	+260	New	+$14.1K	0.01%	156
2014 Q1	–	Sell	-528	Closed	-$29K	–	261
2013 Q4	$29K	Hold	528	–	–	0.02%	88
2013 Q3	$26K	Buy	+528	New	+$25.5K	0.02%	49

Other funds holding IJR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Lenox Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.6% in Q1 2022, buying an estimated $10K and bringing the position to 2,099 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #107.

Lenox Wealth Advisors first reported a position in IJR in Q3 2013 and has held it in 33 quarters since. The position peaked at $230K in Q4 2021. 2,060 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

Lenox Wealth Advisors held 2,099 shares of iShares Core S&P Small-Cap ETF worth $219K as of Q1 2022.
Lenox Wealth Advisors bought 93 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $10K.
iShares Core S&P Small-Cap ETF made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #107 holding.
Lenox Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 33 quarters since.
Lenox Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $230K in Q4 2021.
2,060 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

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