Lenox Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$15K	Hold	128	–	–	﹤0.01%	419
2021 Q4	$18K	Hold	128	–	–	﹤0.01%	418
2021 Q3	$17K	Hold	128	–	–	﹤0.01%	389
2021 Q2	$17K	Buy	+128	New	+$16.7K	﹤0.01%	391
2016 Q4	–	Sell	-796	Closed	-$55K	–	143
2016 Q3	$55K	Hold	796	–	–	0.02%	79
2016 Q2	$51K	Buy	796 +2	+0.3%	+$126	0.02%	85
2016 Q1	$49K	Buy	794 +6	+0.8%	+$350	0.01%	90
2015 Q4	$49K	Buy	788 +2	+0.3%	+$127	0.02%	90
2015 Q3	$47K	Buy	786 +2	+0.3%	+$128	0.02%	89
2015 Q2	$51K	Buy	+784	New	+$51.1K	0.02%	64

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2022 at 128 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Lenox Wealth Advisors first reported a position in IJT in Q2 2015 and has held it in 10 quarters since. The position peaked at $55K in Q3 2016. 637 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Lenox Wealth Advisors held 128 shares of iShares S&P Small-Cap 600 Growth ETF worth $15K as of Q1 2022.
Lenox Wealth Advisors left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2022.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #419 holding.
Lenox Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2015 and has held it in 10 quarters since.
Lenox Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $55K in Q3 2016.
637 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

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