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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$119K	Buy	+1,000	New	+$118K	0.01%	149
2020 Q3	–	Sell	-21	Closed	-$2K	–	611
2020 Q2	$2K	Buy	+21	New	+$1.53K	﹤0.01%	520
2018 Q4	–	Sell	-455	Closed	-$41K	–	383
2018 Q3	$41K	Buy	+455	New	+$41.2K	0.01%	149

Other funds holding IWS

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

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

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

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022: 1,000 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in IWS as recently as Q2 2020.

Lenox Wealth Advisors first reported a position in IWS in Q3 2018 and has held it in 3 quarters since. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

Lenox Wealth Advisors held 1,000 shares of iShares Russell Mid-Cap Value ETF worth $119K as of Q1 2022.
iShares Russell Mid-Cap Value ETF was a new Lenox Wealth Advisors position in Q1 2022.
iShares Russell Mid-Cap Value ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #149 holding.
Lenox Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and has held it in 3 quarters since.
762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

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