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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$28K	Buy	416 +220	+112%	+$15K	﹤0.01%	335
2021 Q4	$15K	Sell	196 -412	-68%	-$30.5K	﹤0.01%	449
2021 Q3	$42K	Sell	608 -256	-30%	-$18.1K	0.01%	253
2021 Q2	$59K	Buy	864 +256	+42%	+$16.5K	0.01%	211
2021 Q1	$37K	Hold	608	–	–	0.01%	226
2020 Q4	$37K	Hold	608	–	–	0.01%	224
2020 Q3	$33K	Sell	608 -348	-36%	-$18.3K	0.01%	212
2020 Q2	$46K	Buy	956 +348	+57%	+$15.3K	0.01%	172
2020 Q1	$23K	Hold	608	–	–	﹤0.01%	237
2019 Q4	$27K	Hold	608	–	–	﹤0.01%	285
2019 Q3	$24K	Hold	608	–	–	﹤0.01%	267
2019 Q2	$24K	Sell	608 -312	-34%	-$12.1K	﹤0.01%	206
2019 Q1	$35K	Sell	920 -4,224	-82%	-$152K	0.01%	155
2018 Q4	$168K	Sell	5,144 -2,684	-34%	-$94.6K	0.04%	73
2018 Q3	$305K	Buy	7,828 +6,652	+566%	+$252K	0.06%	53
2018 Q2	$42K	Sell	1,176 -256	-18%	-$9.04K	0.01%	159
2018 Q1	$49K	Buy	1,432 +976	+214%	+$34.2K	0.01%	168
2017 Q4	$15K	Buy	+456	New	+$14.9K	﹤0.01%	150
2016 Q3	–	Sell	-676	Closed	-$17K	–	210
2016 Q2	$17K	Hold	676	–	–	0.01%	143
2016 Q1	$17K	Buy	+676	New	+$16K	0.01%	143
2014 Q1	–	Sell	-944	Closed	-$20K	–	265
2013 Q4	$20K	Buy	944 +312	+49%	+$6.4K	0.01%	112
2013 Q3	$12K	Buy	+632	New	+$12.1K	0.01%	94

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Lenox Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 112% in Q1 2022, buying an estimated $15K and bringing the position to 416 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Lenox Wealth Advisors first reported a position in IWF in Q3 2013 and has held it in 22 quarters since. The position peaked at $305K in Q3 2018. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Lenox Wealth Advisors held 416 shares of iShares Russell 1000 Growth ETF worth $28K as of Q1 2022.
Lenox Wealth Advisors bought 220 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $15K.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #335 holding.
Lenox Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 22 quarters since.
Lenox Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $305K in Q3 2018.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

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