LTI
IWD icon

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

Laffer Tengler Investments’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Hold
979
– – 0.03% 171
2026
Q1 		$209K Hold
979
– – 0.03% 182
2025
Q4 		$206K Buy
+979
New +$202K 0.03% 174
2025
Q1 		– Sell
-8,827
Closed -$1.63M – 146
2024
Q4 		$1.63M Buy
+8,827
New +$1.69M 0.32% 82

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Laffer Tengler Investments held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 979 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #171.

Laffer Tengler Investments first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2024. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Laffer Tengler Investments held 979 shares of iShares Russell 1000 Value ETF worth $237K as of Q2 2026.
  • Laffer Tengler Investments left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #171 holding.
  • Laffer Tengler Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Laffer Tengler Investments's iShares Russell 1000 Value ETF position peaked at $1.63M in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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