LWM
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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 – 491
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return