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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.28M	Buy	+51,032	New	+$1.27M	3.77%	3

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Lebenthal Wealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2016: 51,032 shares worth $1.28M. The stake represents 3.77% of the portfolio and ranks #3 among its holdings.

663 funds tracked by Wall St. Rank hold IWF as of Q2 2016.

Lebenthal Wealth Advisors held 51,032 shares of iShares Russell 1000 Growth ETF worth $1.28M as of Q2 2016.
iShares Russell 1000 Growth ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Russell 1000 Growth ETF made up 3.77% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #3 holding.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2016.

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