Lenox Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4	Closed	-$1K	–	496
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	587
2018 Q4	$1K	Hold	4	–	–	﹤0.01%	362
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	390
2018 Q2	$1K	Buy	+4	New	+$643	﹤0.01%	517

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

Lenox Wealth Advisors's IWV Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IWV in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 453 funds tracked by Wall St. Rank hold IWV as of Q2 2019.

Lenox Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 4 iShares Russell 3000 ETF shares in Q2 2019, an estimated $1K.
Lenox Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 4 quarters.
Lenox Wealth Advisors's iShares Russell 3000 ETF position peaked at $1K in Q1 2019.
453 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.