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Lebenthal Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Lebenthal Holdings’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$392K Buy
+3,352
New +$387K 0.05% 272

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lebenthal Holdings's IWB Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2016: 3,352 shares worth $392K. The stake represents 0.05% of the portfolio and ranks #272 among its holdings.

445 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

  • Lebenthal Holdings held 3,352 shares of iShares Russell 1000 ETF worth $392K as of Q2 2016.
  • iShares Russell 1000 ETF was a new Lebenthal Holdings position in Q2 2016.
  • iShares Russell 1000 ETF made up 0.05% of Lebenthal Holdings's portfolio in Q2 2016, its #272 holding.
  • 445 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.