Lenox Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$92K	Hold	1,776	–	–	0.03%	208
2020 Q1	$73K	Hold	1,776	–	–	0.03%	212
2019 Q4	$86K	Hold	1,776	–	–	0.02%	234
2019 Q3	$79K	Hold	1,776	–	–	0.02%	230
2019 Q2	$79K	Sell	1,776 -7,580	-81%	-$333K	0.02%	210
2019 Q1	$403K	Sell	9,356 -152	-2%	-$6.23K	0.13%	93
2018 Q4	$358K	Buy	9,508 +152	+2%	+$6.15K	0.12%	92
2018 Q3	$416K	Hold	9,356	–	–	0.12%	108
2018 Q2	$381K	Hold	9,356	–	–	0.12%	102
2018 Q1	$362K	Hold	9,356	–	–	0.12%	103
2017 Q4	$357K	Hold	9,356	–	–	0.11%	112
2017 Q3	$335K	Hold	9,356	–	–	0.12%	115
2017 Q2	$320K	Hold	9,356	–	–	0.13%	114
2017 Q1	$308K	Hold	9,356	–	–	0.22%	24
2016 Q4	$285K	Sell	9,356 -5,404	-37%	-$163K	0.22%	18
2016 Q3	$430K	Hold	14,760	–	–	0.34%	15
2016 Q2	$430K	Hold	14,760	–	–	0.31%	15
2016 Q1	$428K	Hold	14,760	–	–	0.3%	14
2015 Q4	$427K	Buy	+14,760	New	+$429K	0.33%	13

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lenox Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2020 at 1,776 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #208.

Lenox Wealth Management first reported a position in IVW in Q4 2015 and has held it in 19 quarters since. The position peaked at $430K in Q3 2016. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Lenox Wealth Management held 1,776 shares of iShares S&P 500 Growth ETF worth $92K as of Q2 2020.
Lenox Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2020.
iShares S&P 500 Growth ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #208 holding.
Lenox Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's iShares S&P 500 Growth ETF position peaked at $430K in Q3 2016.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

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