Lenox Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lenox Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-85	Closed	-$3K	–	729
2019 Q4	$3K	Hold	85	–	–	﹤0.01%	600
2019 Q3	$3K	Buy	85 +20	+31%	+$769	﹤0.01%	594
2019 Q2	$2K	Buy	65 +15	+30%	+$575	﹤0.01%	597
2019 Q1	$2K	Sell	50 -180	-78%	-$6.65K	﹤0.01%	611
2018 Q4	$8K	Sell	230 -560	-71%	-$20.4K	﹤0.01%	415
2018 Q3	$32K	Hold	790	–	–	0.01%	265
2018 Q2	$31K	Hold	790	–	–	0.01%	247
2018 Q1	$29K	Hold	790	–	–	0.01%	259
2017 Q4	$30K	Hold	790	–	–	0.01%	269
2017 Q3	$28K	Hold	790	–	–	0.01%	280
2017 Q2	$27K	Buy	+790	New	+$27.3K	0.01%	270

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lenox Wealth Management's IJH Position: Q1 2020 in Review

Lenox Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 85 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in IJH in Q2 2017 and held it in 11 quarters. The position peaked at $32K in Q3 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Lenox Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 85 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $3K.
Lenox Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 11 quarters.
Lenox Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $32K in Q3 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.