Lenox Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$107K	Sell	2,240 -276	-11%	-$12.2K	0.03%	193
2020 Q1	$94K	Buy	2,516 +276	+12%	+$11.9K	0.03%	198
2019 Q4	$99K	Sell	2,240 -40	-2%	-$1.67K	0.03%	221
2019 Q3	$90K	Buy	2,280 +40	+2%	+$1.6K	0.03%	219
2019 Q2	$88K	Hold	2,240	–	–	0.03%	202
2019 Q1	$85K	Buy	2,240 +1,600	+250%	+$57.5K	0.03%	197
2018 Q4	$21K	Hold	640	–	–	0.01%	284
2018 Q3	$25K	Hold	640	–	–	0.01%	293
2018 Q2	$23K	Hold	640	–	–	0.01%	278
2018 Q1	$21K	Hold	640	–	–	0.01%	292
2017 Q4	$22K	Hold	640	–	–	0.01%	303
2017 Q3	$20K	Hold	640	–	–	0.01%	324
2017 Q2	$19K	Buy	+640	New	+$18.8K	0.01%	317

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Lenox Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2020, selling an estimated $12.2K and leaving 2,240 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #193.

Lenox Wealth Management first reported a position in IWF in Q2 2017 and has held it in 13 quarters since. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

Lenox Wealth Management held 2,240 shares of iShares Russell 1000 Growth ETF worth $107K as of Q2 2020.
Lenox Wealth Management sold 276 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $12.2K.
iShares Russell 1000 Growth ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #193 holding.
Lenox Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 13 quarters since.
1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

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