Lenox Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$32K	Buy	+816	New	+$31.4K	0.01%	307

Other funds holding IYG

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lenox Wealth Management opened a new position in iShares US Financial Services ETF (IYG) in Q2 2020: 816 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

Lenox Wealth Management held 816 shares of iShares US Financial Services ETF worth $32K as of Q2 2020.
iShares US Financial Services ETF was a new Lenox Wealth Management position in Q2 2020.
iShares US Financial Services ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #307 holding.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

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