Lebenthal Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lebenthal Global Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.4M	Buy	181,536 +20,316	+13%	+$2.31M	2.81%	9
2025 Q4	$19.1M	Buy	161,220 +53,420	+50%	+$6.33M	2.94%	9
2025 Q3	$12.6M	Buy	107,800 +1,852	+2%	+$206K	2.21%	12
2025 Q2	$11.2M	Sell	105,948 -23,092	-18%	-$2.21M	2.1%	13
2025 Q1	$11.6M	Buy	129,040 +76,364	+145%	+$7.53M	2.18%	14
2024 Q4	$5.29M	Buy	+52,676	New	+$5.18M	0.97%	22
2022 Q2	–	Sell	-66,720	Closed	-$4.63M	–	144
2022 Q1	$4.63M	Sell	66,720 -22,368	-25%	-$1.53M	1.97%	14
2021 Q4	$6.81M	Buy	89,088 +25,940	+41%	+$1.92M	2.75%	9
2021 Q3	$4.33M	Sell	63,148 -33,536	-35%	-$2.37M	2.72%	7
2021 Q2	$6.56M	Buy	96,684 +7,384	+8%	+$476K	3.52%	7
2021 Q1	$5.42M	Buy	+89,300	New	+$5.44M	3.33%	7

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lebenthal Global Advisors's IWF Position: Q1 2026 in Review

Lebenthal Global Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q1 2026, buying an estimated $2.31M and bringing the position to 181,536 shares worth $19.4M. The position accounts for 2.81% of the portfolio, ranked #9.

Lebenthal Global Advisors first reported a position in IWF in Q1 2021 and has held it in 11 quarters since. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Lebenthal Global Advisors held 181,536 shares of iShares Russell 1000 Growth ETF worth $19.4M as of Q1 2026.
Lebenthal Global Advisors bought 20,316 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.31M.
iShares Russell 1000 Growth ETF made up 2.81% of Lebenthal Global Advisors's portfolio in Q1 2026, its #9 holding.
Lebenthal Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 11 quarters since.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.