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	Change in Stake	Trade Value	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	+$9.78K	﹤0.01%	444

Other funds holding IYW

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

Lenox Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2020 at 200 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Lenox Wealth Management first reported a position in IYW in Q2 2019 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold IYW as of Q2 2020.

Lenox Wealth Management held 200 shares of iShares US Technology ETF worth $13K as of Q2 2020.
Lenox Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2020.
iShares US Technology ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #399 holding.
Lenox Wealth Management first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 5 quarters since.
473 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2020.

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