LWANC
Laurel Wealth Advisors (North Carolina)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
134,000
+132,992
| +13,194% | +$1M | 0.01% | 257 |
|
|
2025
Q1 | $125K | Hold |
1,008
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $136K | Hold |
1,008
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $140K | Hold |
1,008
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $129K | Hold |
1,008
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $132K | Hold |
1,008
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $126K | Buy |
1,008
+4
| +0.4% | +$500 | 0.02% | 206 |
|
|
2023
Q3 | $110K | Hold |
1,004
| – | – | 0.02% | 212 |
|
|
2023
Q2 | $115K | Buy |
1,004
+1
| +0.1% | +$115 | 0.02% | 212 |
|
|
2023
Q1 | $110K | Buy |
1,003
+2
| +0.2% | +$220 | 0.02% | 212 |
|
|
2022
Q4 | $108K | Buy |
1,001
+2
| +0.2% | +$216 | 0.02% | 195 |
|
|
2022
Q3 | $102K | Buy |
999
+3
| +0.3% | +$306 | 0.03% | 199 |
|
|
2022
Q2 | $105K | Buy |
996
+1
| +0.1% | +$105 | 0.03% | 198 |
|
|
2022
Q1 | $125K | Buy |
995
+1
| +0.1% | +$126 | 0.03% | 201 |
|
|
2021
Q4 | $138K | Buy |
994
+1
| +0.1% | +$139 | 0.03% | 194 |
|
|
2021
Q3 | $129K | Buy |
993
+1
| +0.1% | +$130 | 0.03% | 193 |
|
|
2021
Q2 | $132K | Buy |
992
+1
| +0.1% | +$133 | 0.03% | 194 |
|
|
2021
Q1 | $127K | Buy |
991
+36
| +4% | +$4.61K | 0.03% | 188 |
|
|
2020
Q4 | $109K | Buy |
955
+478
| +100% | +$54.6K | 0.03% | 188 |
|
|
2020
Q3 | $84K | Buy |
477
+1
| +0.2% | +$176 | 0.03% | 196 |
|
|
2020
Q2 | $81K | Hold |
476
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $66K | Sell |
476
-157
| -25% | -$21.8K | 0.02% | 194 |
|
|
2019
Q4 | $122K | Sell |
633
-89
| -12% | -$17.2K | 0.04% | 170 |
|
|
2019
Q3 | $129K | Sell |
722
-275
| -28% | -$49.1K | 0.04% | 163 |
|
|
2019
Q2 | $182K | Buy |
997
+276
| +38% | +$50.4K | 0.06% | 143 |
|
|
2019
Q1 | $129K | Hold |
721
| – | – | 0.05% | 159 |
|
|
2018
Q4 | $116K | Buy |
+721
| New | +$116K | 0.05% | 154 |
|