Lenox Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$12K	Sell	90 -1	-1%	-$131	﹤0.01%	412
2020 Q1	$10K	Sell	91 -9	-9%	-$1.34K	﹤0.01%	388
2019 Q4	$17K	Buy	100 +9	+10%	+$1.42K	﹤0.01%	373
2019 Q3	$13K	Sell	91 -9	-9%	-$1.37K	﹤0.01%	412
2019 Q2	$15K	Hold	100	–	–	﹤0.01%	383
2019 Q1	$15K	Sell	100 -255	-72%	-$38.3K	﹤0.01%	394
2018 Q4	$48K	Buy	355 +69	+24%	+$10.3K	0.02%	211
2018 Q3	$48K	Hold	286	–	–	0.01%	237
2018 Q2	$47K	Hold	286	–	–	0.02%	218
2018 Q1	$43K	Sell	286 -60	-17%	-$9.27K	0.01%	229
2017 Q4	$53K	Hold	346	–	–	0.02%	200
2017 Q3	$51K	Sell	346 -10	-3%	-$1.41K	0.02%	218
2017 Q2	$50K	Buy	356 +164	+85%	+$22.7K	0.02%	206
2017 Q1	$26K	Buy	192 +22	+13%	+$3.01K	0.02%	128
2016 Q4	$23K	Buy	170 +150	+750%	+$19.2K	0.02%	138
2016 Q3	$2K	Hold	20	–	–	﹤0.01%	209
2016 Q2	$2K	Sell	20 -9	-31%	-$1.01K	﹤0.01%	217
2016 Q1	$3K	Hold	29	–	–	﹤0.01%	212
2015 Q4	$3K	Buy	+29	New	+$3.35K	﹤0.01%	217

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Lenox Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2020, selling an estimated $131 and leaving 90 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Lenox Wealth Management first reported a position in IWM in Q4 2015 and has held it in 19 quarters since. The position peaked at $53K in Q4 2017. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Lenox Wealth Management held 90 shares of iShares Russell 2000 ETF worth $12K as of Q2 2020.
Lenox Wealth Management sold 1 iShares Russell 2000 ETF share in Q2 2020, an estimated $131.
iShares Russell 2000 ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #412 holding.
Lenox Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's iShares Russell 2000 ETF position peaked at $53K in Q4 2017.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

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