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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Lenox Wealth Advisors's IWN Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2020, closing a stake of 45 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in IWN in Q4 2017 and held it in 11 quarters. The position peaked at $9K in Q4 2019. 634 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

Lenox Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 45 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $4K.
Lenox Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 11 quarters.
Lenox Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $9K in Q4 2019.
634 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.