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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$98K	Buy	1,443 +1,114	+339%	+$70.3K	0.03%	203
2020 Q1	$18K	Hold	329	–	–	0.01%	334
2019 Q4	$28K	Buy	329 +105	+47%	+$8.45K	0.01%	322
2019 Q3	$17K	Buy	224 +37	+20%	+$2.87K	﹤0.01%	382
2019 Q2	$14K	Sell	187 -141	-43%	-$10.9K	﹤0.01%	392
2019 Q1	$25K	Buy	328 +110	+50%	+$8.45K	0.01%	322
2018 Q4	$15K	Buy	218 +102	+88%	+$7.88K	0.01%	337
2018 Q3	$10K	Hold	116	–	–	﹤0.01%	413
2018 Q2	$10K	Hold	116	–	–	﹤0.01%	365
2018 Q1	$8K	Hold	116	–	–	﹤0.01%	373
2017 Q4	$9K	Hold	116	–	–	﹤0.01%	396
2017 Q3	$8K	Hold	116	–	–	﹤0.01%	419
2017 Q2	$8K	Hold	116	–	–	﹤0.01%	397
2017 Q1	$8K	Hold	116	–	–	0.01%	174
2016 Q4	$8K	Hold	116	–	–	0.01%	176
2016 Q3	$7K	Hold	116	–	–	0.01%	172
2016 Q2	$7K	Hold	116	–	–	0.01%	174
2016 Q1	$7K	Hold	116	–	–	﹤0.01%	177
2015 Q4	$6K	Buy	+116	New	+$6.54K	﹤0.01%	187

Other funds holding IJR

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Management's IJR Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 339% in Q2 2020, buying an estimated $70.3K and bringing the position to 1,443 shares worth $98K. The position accounts for 0.03% of the portfolio, ranked #203.

Lenox Wealth Management first reported a position in IJR in Q4 2015 and has held it in 19 quarters since. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

Lenox Wealth Management held 1,443 shares of iShares Core S&P Small-Cap ETF worth $98K as of Q2 2020.
Lenox Wealth Management bought 1,114 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $70.3K.
iShares Core S&P Small-Cap ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #203 holding.
Lenox Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 19 quarters since.
1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.