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Lebenthal Global Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lebenthal Global Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-101
Closed -$6K – 340
2020
Q4 		$6K Buy
+101
New +$6.12K ﹤0.01% 478

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Lebenthal Global Advisors's IVW Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2021, closing a stake of 101 shares — an estimated $6K sold.

Lebenthal Global Advisors first reported a position in IVW in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 1,100 funds tracked by Wall St. Rank hold IVW as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 101 iShares S&P 500 Growth ETF shares in Q1 2021, an estimated $6K.
  • Lebenthal Global Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares S&P 500 Growth ETF position peaked at $6K in Q4 2020.
  • 1,100 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.