Lebenthal Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lebenthal Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$301K	Buy	+10,080	New	+$296K	0.89%	52

Other funds holding IJH

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Lebenthal Wealth Advisors's IJH Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2016: 10,080 shares worth $301K. The stake represents 0.89% of the portfolio and ranks #52 among its holdings.

722 funds tracked by Wall St. Rank hold IJH as of Q2 2016.

Lebenthal Wealth Advisors held 10,080 shares of iShares Core S&P Mid-Cap ETF worth $301K as of Q2 2016.
iShares Core S&P Mid-Cap ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Core S&P Mid-Cap ETF made up 0.89% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #52 holding.
722 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.