Lenox Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$9K	Hold	116	–	–	﹤0.01%	448
2020 Q1	$7K	Hold	116	–	–	﹤0.01%	441
2019 Q4	$11K	Hold	116	–	–	﹤0.01%	431
2019 Q3	$10K	Hold	116	–	–	﹤0.01%	448
2019 Q2	$10K	Sell	116 -1,046	-90%	-$94K	﹤0.01%	436
2019 Q1	$104K	Hold	1,162	–	–	0.03%	173
2018 Q4	$94K	Hold	1,162	–	–	0.03%	169
2018 Q3	$117K	Hold	1,162	–	–	0.03%	181
2018 Q2	$110K	Hold	1,162	–	–	0.04%	167
2018 Q1	$101K	Hold	1,162	–	–	0.03%	169
2017 Q4	$99K	Hold	1,162	–	–	0.03%	163
2017 Q3	$95K	Sell	1,162 -40	-3%	-$3.12K	0.03%	166
2017 Q2	$94K	Buy	+1,202	New	+$92.4K	0.04%	152

Other funds holding IJT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Lenox Wealth Management held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2020 at 116 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Lenox Wealth Management first reported a position in IJT in Q2 2017 and has held it in 13 quarters since. The position peaked at $117K in Q3 2018. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

Lenox Wealth Management held 116 shares of iShares S&P Small-Cap 600 Growth ETF worth $9K as of Q2 2020.
Lenox Wealth Management left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2020.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #448 holding.
Lenox Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $117K in Q3 2018.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

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