LTI
IWM icon

Laffer Tengler Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Laffer Tengler Investments’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Buy
+758
New +$213K 0.03% 175
2025
Q3 		– Sell
-1,305
Closed -$282K – 177
2025
Q2 		$282K Buy
+1,305
New +$263K 0.05% 144
2024
Q3 		– Sell
-350
Closed -$71K – 267
2024
Q2 		$71K Hold
350
– – 0.02% 233
2024
Q1 		$73.6K Buy
+350
New +$69.8K 0.02% 223

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Laffer Tengler Investments opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 758 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings. This is a return to the name: Laffer Tengler Investments previously reported a position in IWM as recently as Q2 2025.

Laffer Tengler Investments first reported a position in IWM in Q1 2024 and has held it in 4 quarters since. The position peaked at $282K in Q2 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Laffer Tengler Investments held 758 shares of iShares Russell 2000 ETF worth $228K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Laffer Tengler Investments position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #175 holding.
  • Laffer Tengler Investments first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 4 quarters since.
  • Laffer Tengler Investments's iShares Russell 2000 ETF position peaked at $282K in Q2 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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