Lenox Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$22K	Hold	215	–	–	﹤0.01%	362
2021 Q4	$25K	Hold	215	–	–	﹤0.01%	358
2021 Q3	$22K	Buy	215 +42	+24%	+$4.44K	﹤0.01%	342
2021 Q2	$17K	Hold	173	–	–	﹤0.01%	392
2021 Q1	$16K	Sell	173 -45	-21%	-$4.05K	﹤0.01%	342
2020 Q4	$19K	Hold	218	–	–	﹤0.01%	327
2020 Q3	$17K	Hold	218	–	–	﹤0.01%	309
2020 Q2	$16K	Hold	218	–	–	﹤0.01%	322
2020 Q1	$12K	Hold	218	–	–	﹤0.01%	321
2019 Q4	$15K	Hold	218	–	–	﹤0.01%	369
2019 Q3	$14K	Hold	218	–	–	﹤0.01%	331
2019 Q2	$14K	Hold	218	–	–	﹤0.01%	251
2019 Q1	$13K	Hold	218	–	–	﹤0.01%	246
2018 Q4	$11K	Hold	218	–	–	﹤0.01%	241
2018 Q3	$14K	Hold	218	–	–	﹤0.01%	240
2018 Q2	$12K	Buy	+218	New	+$12.3K	﹤0.01%	322

Other funds holding IUSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

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

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

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

Lenox Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2022 at 215 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Lenox Wealth Advisors first reported a position in IUSG in Q2 2018 and has held it in 16 quarters since. The position peaked at $25K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Lenox Wealth Advisors held 215 shares of iShares Core S&P US Growth ETF worth $22K as of Q1 2022.
Lenox Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q1 2022.
iShares Core S&P US Growth ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #362 holding.
Lenox Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $25K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

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