Lebenthal Global Advisors
IWF icon

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
Q3 		$5.19M Sell
41,443
-42,415
-51% -$5.19M 0.69% 36
2026
Q2 		$10.4M Sell
83,858
-97,678
-54% -$11.8M 1.4% 17
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Lebenthal Global Advisors's IWF Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 51% in Q3 2026, selling an estimated $5.19M and leaving 41,443 shares worth $5.19M. The position accounts for 0.69% of the portfolio, ranked #36.

Lebenthal Global Advisors first reported a position in IWF in Q1 2021 and has held it in 13 quarters since. The position peaked at $19.4M in Q1 2026. 1,752 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Lebenthal Global Advisors held 41,443 shares of iShares Russell 1000 Growth ETF worth $5.19M as of Q3 2026.
  • Lebenthal Global Advisors sold 42,415 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $5.19M.
  • iShares Russell 1000 Growth ETF made up 0.69% of Lebenthal Global Advisors's portfolio in Q3 2026, its #36 holding.
  • Lebenthal Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 13 quarters since.
  • Lebenthal Global Advisors's iShares Russell 1000 Growth ETF position peaked at $19.4M in Q1 2026.
  • 1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.