Laurel Wealth Advisors (North Carolina)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28K	Buy	2,650 +2,622	+9,364%	+$27.7K	﹤0.01%	597
2025 Q1	$2.59K	Hold	28	–	–	﹤0.01%	587
2024 Q4	$2.59K	Hold	28	–	–	﹤0.01%	606
2024 Q3	$2.67K	Buy	+28	New	+$2.67K	﹤0.01%	569