Lenox Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-34	Closed	-$3K	–	610
2020 Q2	$3K	Buy	+34	New	+$2.47K	﹤0.01%	488
2018 Q4	–	Sell	-312	Closed	-$21K	–	382
2018 Q3	$21K	Buy	+312	New	+$20.7K	﹤0.01%	203

Other funds holding IWP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2020, closing a stake of 34 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in IWP in Q3 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 714 funds tracked by Wall St. Rank hold IWP as of Q3 2020.

Lenox Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 34 iShares Russell Mid-Cap Growth ETF shares in Q3 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and held it in 2 quarters.
Lenox Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $21K in Q3 2018.
714 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2020.

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