Laurel Wealth Advisors (North Carolina)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $742K | Sell |
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|
2025
Q2 | $6.99M | Buy |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $744K | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $634K | Hold |
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|
2023
Q4 | $564K | Sell |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $426K | Sell |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $317K | Sell |
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|
2019
Q4 | $521K | Sell |
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|
2019
Q3 | $516K | Sell |
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|
2019
Q2 | $626K | Buy |
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|
2019
Q1 | $585K | Hold |
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|
2018
Q4 | $511K | Buy |
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