LWA
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Lenox Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Lenox Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-45
Closed -$4K – 609
2020
Q2 		$4K Buy
45
+7
+18% +$637 ﹤0.01% 460
2020
Q1 		$3K Sell
38
-29
-43% -$3.25K ﹤0.01% 509
2019
Q4 		$9K Buy
67
+29
+76% +$3.59K ﹤0.01% 423
2019
Q3 		$5K Hold
38
– – ﹤0.01% 401
2019
Q2 		$5K Hold
38
– – ﹤0.01% 315
2019
Q1 		$5K Hold
38
– – ﹤0.01% 365
2018
Q4 		$4K Hold
38
– – ﹤0.01% 302
2018
Q3 		$5K Hold
38
– – ﹤0.01% 309
2018
Q2 		$5K Hold
38
– – ﹤0.01% 455
2018
Q1 		$5K Hold
38
– – ﹤0.01% 420
2017
Q4 		$5K Buy
+38
New +$4.75K ﹤0.01% 222

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return