Lebenthal Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Lebenthal Wealth Advisors’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	1.15%	30

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

Lebenthal Wealth Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2016: 3,352 shares worth $392K. The stake represents 1.15% of the portfolio and ranks #30 among its holdings.

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

Lebenthal Wealth Advisors held 3,352 shares of iShares Russell 1000 ETF worth $392K as of Q2 2016.
iShares Russell 1000 ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Russell 1000 ETF made up 1.15% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #30 holding.
445 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

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