Lenox Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$32K	Buy	+288	New	+$31.6K	﹤0.01%	308

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q1 2022: 288 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings.

197 funds tracked by Wall St. Rank hold IYY as of Q1 2022.

Lenox Wealth Advisors held 288 shares of iShares Dow Jones US ETF worth $32K as of Q1 2022.
iShares Dow Jones US ETF was a new Lenox Wealth Advisors position in Q1 2022.
iShares Dow Jones US ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #308 holding.
197 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2022.

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