Lebenthal Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.83M	Buy	+62,732	New	+$1.82M	5.38%	1

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

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

Lebenthal Wealth Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2016: 62,732 shares worth $1.83M. The stake represents 5.38% of the portfolio and ranks #1 among its holdings.

482 funds tracked by Wall St. Rank hold IVW as of Q2 2016.

Lebenthal Wealth Advisors held 62,732 shares of iShares S&P 500 Growth ETF worth $1.83M as of Q2 2016.
iShares S&P 500 Growth ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares S&P 500 Growth ETF made up 5.38% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #1 holding.
482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2016.

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