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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$139K	Buy	1,800 +1,700	+1,700%	+$131K	0.02%	136
2021 Q4	$8K	Buy	+100	New	+$8.21K	﹤0.01%	540
2021 Q3	–	Sell	-155	Closed	-$12K	–	753
2021 Q2	$12K	Buy	+155	New	+$12K	﹤0.01%	441
2020 Q1	–	Sell	-20	Closed	-$1K	–	863
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	683
2019 Q3	$1K	Buy	+20	New	+$1.12K	﹤0.01%	583
2019 Q1	–	Sell	-2,836	Closed	-$132K	–	617
2018 Q4	$132K	Hold	2,836	–	–	0.03%	87
2018 Q3	$156K	Hold	2,836	–	–	0.03%	84
2018 Q2	$150K	Hold	2,836	–	–	0.03%	71
2018 Q1	$146K	Hold	2,836	–	–	0.03%	78
2017 Q4	$148K	Hold	2,836	–	–	0.04%	58
2017 Q3	$140K	Hold	2,836	–	–	0.04%	35
2017 Q2	$136K	Hold	2,836	–	–	0.04%	30
2017 Q1	$133K	Hold	2,836	–	–	0.04%	31
2016 Q4	$127K	Hold	2,836	–	–	0.04%	34
2016 Q3	$124K	Hold	2,836	–	–	0.04%	47
2016 Q2	$119K	Hold	2,836	–	–	0.04%	51
2016 Q1	$116K	Sell	2,836 -1,040	-27%	-$39.6K	0.03%	53
2015 Q4	$155K	Hold	3,876	–	–	0.05%	42
2015 Q3	$151K	Hold	3,876	–	–	0.05%	39
2015 Q2	$165K	Hold	3,876	–	–	0.07%	36
2015 Q1	$168K	Hold	3,876	–	–	0.07%	38
2014 Q4	$162K	Sell	3,876 -268	-6%	-$10.9K	0.07%	39
2014 Q3	$164K	Hold	4,144	–	–	0.07%	29
2014 Q2	$166K	Buy	4,144 +268	+7%	+$10.4K	0.07%	22
2014 Q1	$151K	Hold	3,876	–	–	0.09%	24
2013 Q4	$145K	Buy	+3,876	New	+$140K	0.1%	29

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Lenox Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1,700% in Q1 2022, buying an estimated $131K and bringing the position to 1,800 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #136.

Lenox Wealth Advisors first reported a position in IWR in Q4 2013 and has held it in 26 quarters since. The position peaked at $168K in Q1 2015. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

Lenox Wealth Advisors held 1,800 shares of iShares Russell Mid-Cap ETF worth $139K as of Q1 2022.
Lenox Wealth Advisors bought 1,700 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $131K.
iShares Russell Mid-Cap ETF made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #136 holding.
Lenox Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 26 quarters since.
Lenox Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $168K in Q1 2015.
1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

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