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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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