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Lebenthal Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Lebenthal Global Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,368
Closed -$543K – 147
2021
Q2 		$543K Buy
2,368
+24
+1% +$5.5K 0.29% 63
2021
Q1 		$517K Hold
2,344
– – 0.32% 45
2020
Q4 		$459K Buy
+2,344
New +$459K 0.33% 35