Lebenthal Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$330K	Buy	+2,402	New	+$324K	0.97%	48

Other funds holding IWO

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

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

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

TCT

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

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

Lebenthal Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2016: 2,402 shares worth $330K. The stake represents 0.97% of the portfolio and ranks #48 among its holdings.

411 funds tracked by Wall St. Rank hold IWO as of Q2 2016.

Lebenthal Wealth Advisors held 2,402 shares of iShares Russell 2000 Growth ETF worth $330K as of Q2 2016.
iShares Russell 2000 Growth ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Russell 2000 Growth ETF made up 0.97% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #48 holding.
411 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2016.

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