Lenox Wealth Advisors »

iShares Russell 1000 Value Index shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $1.3M 7.7k 166.99
2021-12-31 $1.3M 7.7k 167.92
2021-09-30 $1.3M 8.0k 156.46
2021-06-30 $1.3M 8.1k 158.58
2021-03-31 $1.2M 8.1k 151.56
2020-12-31 $1.4M 10k 136.78
2020-09-30 $1.9M 16k 118.12
2020-06-30 $1.8M 16k 112.64
2020-03-31 $1.5M 16k 99.21
2019-12-31 $2.3M 17k 136.49
2019-09-30 $2.2M 17k 128.28
2019-06-30 $3.5M 27k 127.22
2019-03-31 $4.0M 33k 123.48
2018-12-31 $3.7M 33k 111.04
2018-09-30 $4.7M 37k 126.61
2018-06-30 $4.3M 35k 121.39
2018-03-31 $4.5M 38k 119.96
2017-12-31 $4.3M 35k 124.33
2017-09-30 $4.0M 34k 118.50
2017-06-30 $3.9M 33k 116.45
2017-03-31 $4.1M 36k 114.94
2016-12-31 $4.1M 36k 112.03
2016-09-30 $5.0M 47k 105.62
2016-06-30 $6.2M 60k 103.23
2016-03-31 $6.0M 61k 98.82
2015-12-31 $6.1M 63k 97.85
2015-09-30 $5.9M 63k 93.27
2015-06-30 $5.8M 56k 103.15
2015-03-31 $6.7M 65k 103.09
2014-12-31 $6.7M 64k 104.39
2014-09-30 $6.4M 64k 100.09
2014-06-30 $6.5M 64k 100.89
2014-03-31 $4.9M 51k 96.91
2013-12-31 $5.1M 54k 94.18
2013-09-30 $4.8M 55k 86.20
2013-06-30 $4.5M 54k 83.80

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 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index