Number of Shares
32,260.00
Current Holdings Value*
$11.65 Mil
% of Portfolio
2.18%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
8.52%

Lebenthal Global Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Lebenthal Global Advisors, LLC held 32,260.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $11.65 Mil. This investment constitutes 2.18% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2021Q1. And since then Lebenthal Global Advisors, LLC has made 4 purchases of IWF, at an average price of $329.11, for a total of 57,324.00 shares. In addition, there have been 3 sales at an average price of $254.51 for 25,064.00 shares. Based on historical transaction data and IWF's current price of $436.92, Lebenthal Global Advisors, LLC's estimated gain on his IWF holdings is $1.61 Mil, reflecting a 8.52% gain to date.

Lebenthal Global Advisors, LLC IWF ($436.92) Holding Chart

Lebenthal Global Advisors, LLC IWF ($436.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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