iShares Russell 1000 Index shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $285k | 1.2k | 247.40 |
| 2021-12-31 | $145k | 548 | 264.60 |
| 2021-09-30 | $155k | 642 | 241.43 |
| 2021-06-30 | $155k | 642 | 241.43 |
| 2021-03-31 | $148k | 661 | 223.90 |
| 2019-03-31 | $172k | 1.1k | 157.08 |
| 2018-12-31 | $152k | 1.1k | 138.81 |
| 2018-09-30 | $285k | 1.8k | 161.75 |
| 2018-06-30 | $166k | 1.1k | 151.60 |
| 2018-03-31 | $161k | 1.1k | 147.03 |
| 2017-12-31 | $163k | 1.1k | 148.86 |
| 2017-09-30 | $153k | 1.1k | 139.73 |
| 2017-06-30 | $148k | 1.1k | 135.16 |
| 2017-03-31 | $144k | 1.1k | 131.51 |
| 2016-12-31 | $136k | 1.1k | 124.20 |
| 2016-09-30 | $132k | 1.1k | 120.55 |
| 2016-06-30 | $128k | 1.1k | 116.89 |
| 2016-03-31 | $125k | 1.1k | 114.16 |
| 2015-12-31 | $124k | 1.1k | 113.24 |
| 2015-09-30 | $117k | 1.1k | 106.85 |
| 2015-06-30 | $127k | 1.1k | 115.98 |
| 2015-03-31 | $127k | 1.1k | 115.98 |
| 2014-12-31 | $196k | 1.7k | 114.49 |
| 2014-09-30 | $181k | 1.6k | 110.03 |