Lenox Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$420K	Hold	4,274	–	–	0.05%	73
2021 Q4	$491K	Hold	4,274	–	–	0.06%	67
2021 Q3	$433K	Hold	4,274	–	–	0.06%	70
2021 Q2	$425K	Hold	4,274	–	–	0.05%	73
2021 Q1	$375K	Sell	4,274 -550	-11%	-$48.2K	0.05%	60
2020 Q4	$410K	Hold	4,824	–	–	0.06%	57
2020 Q3	$363K	Hold	4,824	–	–	0.05%	56
2020 Q2	$325K	Hold	4,824	–	–	0.05%	56
2020 Q1	$246K	Hold	4,824	–	–	0.05%	58
2019 Q4	$281K	Hold	4,824	–	–	0.04%	71
2019 Q3	$246K	Hold	4,824	–	–	0.04%	69
2019 Q2	$239K	Hold	4,824	–	–	0.04%	64
2019 Q1	$230K	Hold	4,824	–	–	0.04%	60
2018 Q4	$193K	Sell	4,824 -4	-0.1%	-$173	0.04%	64
2018 Q3	$234K	Hold	4,828	–	–	0.05%	66
2018 Q2	$215K	Hold	4,828	–	–	0.05%	55
2018 Q1	$203K	Hold	4,828	–	–	0.05%	58
2017 Q4	$196K	Buy	+4,828	New	+$193K	0.05%	46

Other funds holding IYW

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2022 at 4,274 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #73.

Lenox Wealth Advisors first reported a position in IYW in Q4 2017 and has held it in 18 quarters since. The position peaked at $491K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Lenox Wealth Advisors held 4,274 shares of iShares US Technology ETF worth $420K as of Q1 2022.
Lenox Wealth Advisors left its iShares US Technology ETF share count unchanged in Q1 2022.
iShares US Technology ETF made up 0.05% of Lenox Wealth Advisors's portfolio in Q1 2022, its #73 holding.
Lenox Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's iShares US Technology ETF position peaked at $491K in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

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