Lenox Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$27K	Hold	356	–	–	﹤0.01%	339
2021 Q4	$27K	Sell	356 -100	-22%	-$7.42K	﹤0.01%	348
2021 Q3	$32K	Buy	456 +61	+15%	+$4.43K	﹤0.01%	295
2021 Q2	$28K	Hold	395	–	–	﹤0.01%	312
2021 Q1	$27K	Hold	395	–	–	﹤0.01%	263
2020 Q4	$25K	Hold	395	–	–	﹤0.01%	281
2020 Q3	$21K	Hold	395	–	–	﹤0.01%	277
2020 Q2	$21K	Hold	395	–	–	﹤0.01%	282
2020 Q1	$18K	Hold	395	–	–	﹤0.01%	283
2019 Q4	$25K	Hold	395	–	–	﹤0.01%	299
2019 Q3	$23K	Hold	395	–	–	﹤0.01%	279
2019 Q2	$22K	Hold	395	–	–	﹤0.01%	216
2019 Q1	$22K	Hold	395	–	–	﹤0.01%	192
2018 Q4	$19K	Hold	395	–	–	﹤0.01%	200
2018 Q3	$22K	Hold	395	–	–	﹤0.01%	199
2018 Q2	$21K	Buy	+395	New	+$21.3K	﹤0.01%	246

Other funds holding IUSV

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2022 at 356 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Lenox Wealth Advisors first reported a position in IUSV in Q2 2018 and has held it in 16 quarters since. The position peaked at $32K in Q3 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

Lenox Wealth Advisors held 356 shares of iShares Core S&P US Value ETF worth $27K as of Q1 2022.
Lenox Wealth Advisors left its iShares Core S&P US Value ETF share count unchanged in Q1 2022.
iShares Core S&P US Value ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #339 holding.
Lenox Wealth Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's iShares Core S&P US Value ETF position peaked at $32K in Q3 2021.
481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

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