Lenox Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-248	Closed	-$16K	–	754
2021 Q1	$16K	Buy	+248	New	+$16K	﹤0.01%	343
2020 Q3	–	Sell	-88	Closed	-$5K	–	608
2020 Q2	$5K	Buy	+88	New	+$4.22K	﹤0.01%	431
2020 Q1	–	Sell	-3,968	Closed	-$192K	–	861
2019 Q4	$192K	Buy	3,968 +132	+3%	+$6.12K	0.03%	84
2019 Q3	$173K	Hold	3,836	–	–	0.03%	85
2019 Q2	$172K	Sell	3,836 -404	-10%	-$17.8K	0.03%	81
2019 Q1	$183K	Hold	4,240	–	–	0.03%	72
2018 Q4	$160K	Sell	4,240 -2,360	-36%	-$95.5K	0.03%	75
2018 Q3	$292K	Hold	6,600	–	–	0.06%	54
2018 Q2	$268K	Hold	6,600	–	–	0.06%	45
2018 Q1	$256K	Hold	6,600	–	–	0.06%	45
2017 Q4	$252K	Hold	6,600	–	–	0.07%	31
2017 Q3	$237K	Hold	6,600	–	–	0.07%	26
2017 Q2	$226K	Hold	6,600	–	–	0.07%	23
2017 Q1	$217K	Buy	6,600 +2,360	+56%	+$75.7K	0.07%	25
2016 Q4	$129K	Hold	4,240	–	–	0.04%	33
2016 Q3	$129K	Hold	4,240	–	–	0.04%	46
2016 Q2	$124K	Hold	4,240	–	–	0.04%	50
2016 Q1	$123K	Buy	+4,240	New	+$117K	0.04%	52

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lenox Wealth Advisors's IVW Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2021, closing a stake of 248 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in IVW in Q1 2016 and held it in 18 quarters. The position peaked at $292K in Q3 2018. 1,136 funds tracked by Wall St. Rank hold IVW as of Q2 2021.

Lenox Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 248 iShares S&P 500 Growth ETF shares in Q2 2021, an estimated $16K.
Lenox Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and held it in 18 quarters.
Lenox Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $292K in Q3 2018.
1,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.