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Laffer Tengler Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Laffer Tengler Investments’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-251
Closed -$68.7K – 461
2023
Q4 		$68.7K Hold
251
– – 0.02% 204
2023
Q3 		$61.5K Hold
251
– – 0.02% 208
2023
Q2 		$63.9K Hold
251
– – 0.02% 288
2023
Q1 		$59.1K Hold
251
– – 0.02% 305
2022
Q4 		$55.4K Buy
+251
New +$55.8K 0.02% 302

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laffer Tengler Investments's IWV Position: Q1 2024 in Review

Laffer Tengler Investments sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 251 shares — an estimated $68.7K sold.

Laffer Tengler Investments first reported a position in IWV in Q4 2022 and held it in 5 quarters. The position peaked at $68.7K in Q4 2023. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Laffer Tengler Investments reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 251 iShares Russell 3000 ETF shares in Q1 2024, an estimated $68.7K.
  • Laffer Tengler Investments first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 5 quarters.
  • Laffer Tengler Investments's iShares Russell 3000 ETF position peaked at $68.7K in Q4 2023.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.