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Laffer Tengler Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Laffer Tengler Investments’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,178
Closed -$709K – 196
2025
Q4 		$709K Hold
5,178
– – 0.11% 106
2025
Q3 		$737K Buy
+5,178
New +$732K 0.12% 110

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 IWP Position: Q1 2026 in Review

Laffer Tengler Investments sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 5,178 shares — an estimated $709K sold.

Laffer Tengler Investments first reported a position in IWP in Q3 2025 and held it in 2 quarters. The position peaked at $737K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Laffer Tengler Investments reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Laffer Tengler Investments sold 5,178 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $709K.
  • Laffer Tengler Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Laffer Tengler Investments's iShares Russell Mid-Cap Growth ETF position peaked at $737K in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.