Lenox Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6	Closed	–	–	761
2020 Q1	$0	Hold	6	–	–	﹤0.01%	730
2019 Q4	$0	Hold	6	–	–	﹤0.01%	726
2019 Q3	$0	Sell	6 -90	-94%	-$3.75K	﹤0.01%	710
2019 Q2	$4K	Hold	96	–	–	﹤0.01%	536
2019 Q1	$4K	Hold	96	–	–	﹤0.01%	540
2018 Q4	$3K	Hold	96	–	–	﹤0.01%	519
2018 Q3	$4K	Hold	96	–	–	﹤0.01%	527
2018 Q2	$4K	Hold	96	–	–	﹤0.01%	452
2018 Q1	$3K	Hold	96	–	–	﹤0.01%	425
2017 Q4	$3K	Hold	96	–	–	﹤0.01%	448
2017 Q3	$3K	Hold	96	–	–	﹤0.01%	460
2017 Q2	$3K	Hold	96	–	–	﹤0.01%	447
2017 Q1	$3K	Hold	96	–	–	﹤0.01%	206
2016 Q4	$3K	Hold	96	–	–	﹤0.01%	209
2016 Q3	$2K	Hold	96	–	–	﹤0.01%	208
2016 Q2	$2K	Sell	96 -42	-30%	-$1.08K	﹤0.01%	216
2016 Q1	$4K	Hold	138	–	–	﹤0.01%	196
2015 Q4	$4K	Buy	+138	New	+$3.58K	﹤0.01%	204

Other funds holding IMCG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Lenox Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2020, closing a stake of 6 shares.

Lenox Wealth Management first reported a position in IMCG in Q4 2015 and held it in 18 quarters. The position peaked at $4K in Q2 2019. 141 funds tracked by Wall St. Rank hold IMCG as of Q2 2020.

Lenox Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 6 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2020.
Lenox Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2015 and held it in 18 quarters.
Lenox Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $4K in Q2 2019.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2020.

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