LWA
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Lenox Wealth Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

Lenox Wealth Advisors’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-197
Closed -$14K – 873
2021
Q4 		$14K Buy
+197
New +$14K ﹤0.01% 456