Laffer Tengler Investments’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Buy |
+1,626
| New | +$552K | 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 | +$56K | 0.02% | 301 |
|