Lenox Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$285K	Buy	1,152 +604	+110%	+$149K	0.04%	88
2021 Q4	$145K	Sell	548 -94	-15%	-$24.2K	0.02%	139
2021 Q3	$155K	Hold	642	–	–	0.02%	124
2021 Q2	$155K	Sell	642 -19	-3%	-$4.48K	0.02%	120
2021 Q1	$148K	Buy	+661	New	+$145K	0.02%	103
2019 Q2	–	Sell	-1,095	Closed	-$172K	–	495
2019 Q1	$172K	Hold	1,095	–	–	0.03%	78
2018 Q4	$152K	Sell	1,095 -667	-38%	-$99.8K	0.03%	79
2018 Q3	$285K	Buy	1,762 +667	+61%	+$106K	0.06%	55
2018 Q2	$166K	Hold	1,095	–	–	0.04%	66
2018 Q1	$161K	Hold	1,095	–	–	0.04%	72
2017 Q4	$163K	Hold	1,095	–	–	0.05%	53
2017 Q3	$153K	Hold	1,095	–	–	0.05%	32
2017 Q2	$148K	Hold	1,095	–	–	0.05%	28
2017 Q1	$144K	Hold	1,095	–	–	0.04%	30
2016 Q4	$136K	Hold	1,095	–	–	0.04%	32
2016 Q3	$132K	Hold	1,095	–	–	0.04%	45
2016 Q2	$128K	Hold	1,095	–	–	0.04%	47
2016 Q1	$125K	Hold	1,095	–	–	0.04%	51
2015 Q4	$124K	Hold	1,095	–	–	0.04%	47
2015 Q3	$117K	Hold	1,095	–	–	0.04%	43
2015 Q2	$127K	Hold	1,095	–	–	0.05%	39
2015 Q1	$127K	Sell	1,095 -617	-36%	-$71.2K	0.05%	42
2014 Q4	$196K	Buy	1,712 +67	+4%	+$7.51K	0.08%	33
2014 Q3	$181K	Buy	+1,645	New	+$182K	0.08%	27

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Lenox Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 110% in Q1 2022, buying an estimated $149K and bringing the position to 1,152 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #88.

Lenox Wealth Advisors first reported a position in IWB in Q3 2014 and has held it in 24 quarters since. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

Lenox Wealth Advisors held 1,152 shares of iShares Russell 1000 ETF worth $285K as of Q1 2022.
Lenox Wealth Advisors bought 604 iShares Russell 1000 ETF shares in Q1 2022, an estimated $149K.
iShares Russell 1000 ETF made up 0.04% of Lenox Wealth Advisors's portfolio in Q1 2022, its #88 holding.
Lenox Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 24 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

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