Laffer Tengler Investments’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$775K	Hold	1,892	–	–	0.1%	117
2026 Q1	$675K	Hold	1,892	–	–	0.1%	120
2025 Q4	$707K	Hold	1,892	–	–	0.11%	107
2025 Q3	$691K	Buy	1,892 +266	+16%	+$93.7K	0.11%	113
2025 Q2	$552K	Buy	+1,626	New	+$510K	0.1%	121
2024 Q1	–	Sell	-266	Closed	-$69.8K	–	460
2023 Q4	$69.8K	Hold	266	–	–	0.02%	198
2023 Q3	$62.5K	Hold	266	–	–	0.02%	205
2023 Q2	$64.8K	Hold	266	–	–	0.02%	284
2023 Q1	$59.9K	Hold	266	–	–	0.02%	300
2022 Q4	$56K	Buy	+266	New	+$56.3K	0.02%	301

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Laffer Tengler Investments's IWB Position: Q2 2026 in Review

Laffer Tengler Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,892 shares worth $775K. The position accounts for 0.1% of the portfolio, ranked #117.

Laffer Tengler Investments first reported a position in IWB in Q4 2022 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Laffer Tengler Investments held 1,892 shares of iShares Russell 1000 ETF worth $775K as of Q2 2026.
Laffer Tengler Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.1% of Laffer Tengler Investments's portfolio in Q2 2026, its #117 holding.
Laffer Tengler Investments first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 10 quarters since.
511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.