Lenox Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$10K	Buy	+42	New	+$10.8K	﹤0.01%	485
2019 Q1	–	Sell	-217	Closed	-$36K	–	616
2018 Q4	$36K	Buy	217 +34	+19%	+$6.34K	0.01%	148
2018 Q3	$39K	Buy	+183	New	+$39K	0.01%	158
2018 Q1	–	Sell	-26	Closed	-$5K	–	554
2017 Q4	$5K	Buy	+26	New	+$4.75K	﹤0.01%	223

Other funds holding IWO

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2022: 42 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in IWO as recently as Q4 2018.

Lenox Wealth Advisors first reported a position in IWO in Q4 2017 and has held it in 4 quarters since. The position peaked at $39K in Q3 2018. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Lenox Wealth Advisors held 42 shares of iShares Russell 2000 Growth ETF worth $10K as of Q1 2022.
iShares Russell 2000 Growth ETF was a new Lenox Wealth Advisors position in Q1 2022.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #485 holding.
Lenox Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 4 quarters since.
Lenox Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $39K in Q3 2018.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

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