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Lenox Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lenox Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17
Closed -$2K – 733
2019
Q4 		$2K Buy
+17
New +$2.24K ﹤0.01% 645
2017
Q2 		– Sell
-40
Closed -$5K – 489
2017
Q1 		$5K Sell
40
-73
-65% -$8.37K ﹤0.01% 190
2016
Q4 		$13K Buy
113
+73
+183% +$7.89K 0.01% 159
2016
Q3 		$4K Hold
40
– – ﹤0.01% 191
2016
Q2 		$4K Sell
40
-80
-67% -$8.08K ﹤0.01% 191
2016
Q1 		$12K Hold
120
– – 0.01% 162
2015
Q4 		$12K Buy
+120
New +$11.9K 0.01% 166

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Lenox Wealth Management's IWD Position: Q1 2020 in Review

Lenox Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2020, closing a stake of 17 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in IWD in Q4 2015 and held it in 7 quarters. The position peaked at $13K in Q4 2016. 992 funds tracked by Wall St. Rank hold IWD as of Q1 2020.

  • Lenox Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 17 iShares Russell 1000 Value ETF shares in Q1 2020, an estimated $2K.
  • Lenox Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 7 quarters.
  • Lenox Wealth Management's iShares Russell 1000 Value ETF position peaked at $13K in Q4 2016.
  • 992 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.