LTI
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Laffer Tengler Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Laffer Tengler Investments’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,108
Closed -$101K – 266
2024
Q2 		$101K Hold
1,108
– – 0.02% 208
2024
Q1 		$93.4K Buy
+1,108
New +$89.3K 0.02% 201
2021
Q2 		– Sell
-584
Closed -$35.5K – 362
2021
Q1 		$35.5K Buy
+584
New +$35.5K 0.01% 300

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laffer Tengler Investments's IWF Position: Q3 2024 in Review

Laffer Tengler Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 1,108 shares — an estimated $101K sold.

Laffer Tengler Investments first reported a position in IWF in Q1 2021 and held it in 3 quarters. The position peaked at $101K in Q2 2024. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Laffer Tengler Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,108 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $101K.
  • Laffer Tengler Investments first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and held it in 3 quarters.
  • Laffer Tengler Investments's iShares Russell 1000 Growth ETF position peaked at $101K in Q2 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.