IWM
LSGR icon

IHT Wealth Management’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

IHT Wealth Management’s Portfolio LSGR Stock Details LSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.8M Buy
274,551
+6,949
+3% +$294K 0.25% 87
2025
Q4 		$12M Sell
267,602
-11,912
-4% -$530K 0.29% 71
2025
Q3 		$12.4M Buy
279,514
+138,013
+98% +$5.93M 0.31% 68
2025
Q2 		$5.92M Buy
+141,501
New +$5.28M 0.16% 125

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $186M AUM 24.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return