LWM
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Lenox Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Lenox Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		$13K Hold
200
– – ﹤0.01% 399
2020
Q1 		$10K Hold
200
– – ﹤0.01% 389
2019
Q4 		$12K Hold
200
– – ﹤0.01% 419
2019
Q3 		$10K Hold
200
– – ﹤0.01% 450
2019
Q2 		$9K Buy
+200
New +$9K ﹤0.01% 443