iShares Russell 2000 Index shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.2M | 6.2k | 197.81 |
| 2021-12-31 | $1.4M | 6.2k | 222.47 |
| 2021-09-30 | $1.4M | 6.2k | 218.82 |
| 2021-06-30 | $1.5M | 6.4k | 229.30 |
| 2021-03-31 | $478k | 2.2k | 220.99 |
| 2020-12-31 | $402k | 2.0k | 196.19 |
| 2020-09-30 | $247k | 1.6k | 149.88 |
| 2020-06-30 | $185k | 1.3k | 143.19 |
| 2020-03-31 | $148k | 1.3k | 114.55 |
| 2019-12-31 | $251k | 1.5k | 165.79 |
| 2019-09-30 | $229k | 1.5k | 151.35 |
| 2019-06-30 | $238k | 1.5k | 155.66 |
| 2019-03-31 | $231k | 1.5k | 152.78 |
| 2018-12-31 | $235k | 1.8k | 134.06 |
| 2018-09-30 | $314k | 1.9k | 168.64 |
| 2018-06-30 | $280k | 1.7k | 163.93 |
| 2018-03-31 | $63k | 416 | 151.44 |
| 2017-12-31 | $94k | 617 | 152.35 |
| 2017-09-30 | $91k | 614 | 148.21 |
| 2017-06-30 | $86k | 613 | 140.29 |
| 2017-03-31 | $56k | 411 | 136.25 |
| 2016-12-31 | $55k | 409 | 134.47 |
| 2016-09-30 | $102k | 821 | 124.24 |
| 2016-06-30 | $94k | 819 | 114.77 |
| 2016-03-31 | $56k | 504 | 111.11 |
| 2015-12-31 | $66k | 588 | 112.24 |
| 2015-09-30 | $19k | 175 | 108.57 |
| 2015-03-31 | $22k | 175 | 125.71 |
| 2014-12-31 | $27k | 228 | 118.42 |
| 2014-09-30 | $28k | 258 | 108.53 |
| 2014-06-30 | $30k | 258 | 116.28 |
| 2014-03-31 | $21k | 175 | 120.00 |