Laffer Tengler Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Laffer Tengler Investments’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81M	Hold	24,844	–	–	0.41%	66
2025 Q4	$3.06M	Hold	24,844	–	–	0.47%	59
2025 Q3	$3M	Buy	+24,844	New	+$2.86M	0.47%	61
2025 Q1	–	Sell	-9,937	Closed	-$1.01M	–	145
2024 Q4	$1.01M	Hold	9,937	–	–	0.2%	92
2024 Q3	$951K	Hold	9,937	–	–	0.19%	99
2024 Q2	$920K	Hold	9,937	–	–	0.2%	102
2024 Q1	$839K	Hold	9,937	–	–	0.22%	94
2023 Q4	$746K	Hold	9,937	–	–	0.2%	93
2023 Q3	$680K	Hold	9,937	–	–	0.2%	95
2023 Q2	$700K	Hold	9,937	–	–	0.19%	113
2023 Q1	$635K	Hold	9,937	–	–	0.17%	127
2022 Q4	$581K	Sell	9,937 -147	-1%	-$8.83K	0.17%	130
2022 Q3	$583K	Hold	10,084	–	–	0.21%	118
2022 Q2	$609K	Hold	10,084	–	–	0.21%	117
2022 Q1	$770K	Sell	10,084 -53	-0.5%	-$3.98K	0.23%	117
2021 Q4	$848K	Hold	10,137	–	–	0.24%	114
2021 Q3	$749K	Buy	+10,137	New	+$773K	0.22%	122
2021 Q2	–	Sell	-9,937	Closed	-$647K	–	361
2021 Q1	$647K	Sell	9,937 -763	-7%	-$49.3K	0.24%	97
2020 Q4	$680K	Hold	10,700	–	–	0.29%	92
2020 Q3	$618K	Hold	10,700	–	–	0.31%	82
2020 Q2	$555K	Buy	+10,700	New	+$513K	0.32%	77

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Laffer Tengler Investments's IVW Position: Q1 2026 in Review

Laffer Tengler Investments held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 24,844 shares worth $2.81M. The position accounts for 0.41% of the portfolio, ranked #66.

Laffer Tengler Investments first reported a position in IVW in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.06M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Laffer Tengler Investments held 24,844 shares of iShares S&P 500 Growth ETF worth $2.81M as of Q1 2026.
Laffer Tengler Investments left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.41% of Laffer Tengler Investments's portfolio in Q1 2026, its #66 holding.
Laffer Tengler Investments first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 21 quarters since.
Laffer Tengler Investments's iShares S&P 500 Growth ETF position peaked at $3.06M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.