Lebenthal Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$450K	Buy	+9,616	New	+$445K	1.33%	23

Other funds holding IWP

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

TCT

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lebenthal Wealth Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2016: 9,616 shares worth $450K. The stake represents 1.33% of the portfolio and ranks #23 among its holdings.

347 funds tracked by Wall St. Rank hold IWP as of Q2 2016.

Lebenthal Wealth Advisors held 9,616 shares of iShares Russell Mid-Cap Growth ETF worth $450K as of Q2 2016.
iShares Russell Mid-Cap Growth ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares Russell Mid-Cap Growth ETF made up 1.33% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #23 holding.
347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2016.

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