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iShares Russell Midcap Value Index shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors investment in iShares Russell Midcap Value Index

Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022050k100k05001000
Value ($)Share countHistorical IWS position of Lenox Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $119k 1.0k 119.00
2020-06-30 $2.0k 21 95.24
2018-09-30 $41k 455 90.11

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPLG)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Us Bancorp
Bank of America Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Tiaa Trust, National Association
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services

View all funds holding iShares Russell Midcap Value Index