Lenox Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$27K	Sell	274 -3,695	-93%	-$368K	﹤0.01%	338
2021 Q4	$425K	Buy	3,969 +3,695	+1,349%	+$386K	0.05%	74
2021 Q3	$27K	Buy	+274	New	+$27.7K	﹤0.01%	314
2021 Q1	–	Sell	-375	Closed	-$32K	–	721
2020 Q4	$32K	Hold	375	–	–	﹤0.01%	248
2020 Q3	$28K	Hold	375	–	–	﹤0.01%	239
2020 Q2	$26K	Hold	375	–	–	﹤0.01%	252
2020 Q1	$21K	Buy	+375	New	+$25.7K	﹤0.01%	253

Other funds holding ITOT

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 93% in Q1 2022, selling an estimated $368K and leaving 274 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Lenox Wealth Advisors first reported a position in ITOT in Q1 2020 and has held it in 7 quarters since. The position peaked at $425K in Q4 2021. 1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Lenox Wealth Advisors held 274 shares of iShares Core S&P Total US Stock Market ETF worth $27K as of Q1 2022.
Lenox Wealth Advisors sold 3,695 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $368K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #338 holding.
Lenox Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $425K in Q4 2021.
1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

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