LWANC
Laurel Wealth Advisors (North Carolina)’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Buy |
770,011
+763,277
| +11,335% | +$6.93M | 0.1% | 126 |
|
|
2025
Q1 | $625K | Sell |
6,734
-590
| -8% | -$54.8K | 0.1% | 122 |
|
|
2024
Q4 | $744K | Buy |
7,324
+92
| +1% | +$9.34K | 0.12% | 116 |
|
|
2024
Q3 | $692K | Sell |
7,232
-87
| -1% | -$8.33K | 0.11% | 118 |
|
|
2024
Q2 | $677K | Sell |
7,319
-188
| -3% | -$17.4K | 0.12% | 119 |
|
|
2024
Q1 | $634K | Hold |
7,507
| – | – | 0.11% | 119 |
|
|
2023
Q4 | $564K | Sell |
7,507
-54
| -0.7% | -$4.06K | 0.11% | 119 |
|
|
2023
Q3 | $517K | Sell |
7,561
-20
| -0.3% | -$1.37K | 0.11% | 117 |
|
|
2023
Q2 | $534K | Sell |
7,581
-139
| -2% | -$9.8K | 0.11% | 119 |
|
|
2023
Q1 | $493K | Buy |
7,720
+360
| +5% | +$23K | 0.1% | 120 |
|
|
2022
Q4 | $431K | Buy |
7,360
+670
| +10% | +$39.2K | 0.1% | 119 |
|
|
2022
Q3 | $387K | Buy |
6,690
+250
| +4% | +$14.5K | 0.1% | 122 |
|
|
2022
Q2 | $389K | Buy |
6,440
+60
| +0.9% | +$3.62K | 0.09% | 125 |
|
|
2022
Q1 | $487K | Sell |
6,380
-385
| -6% | -$29.4K | 0.1% | 123 |
|
|
2021
Q4 | $566K | Buy |
6,765
+50
| +0.7% | +$4.18K | 0.12% | 115 |
|
|
2021
Q3 | $496K | Buy |
6,715
+80
| +1% | +$5.91K | 0.11% | 119 |
|
|
2021
Q2 | $483K | Buy |
6,635
+55
| +0.8% | +$4K | 0.1% | 121 |
|
|
2021
Q1 | $428K | Sell |
6,580
-100
| -1% | -$6.51K | 0.1% | 123 |
|
|
2020
Q4 | $426K | Buy |
6,680
+4,910
| +277% | +$313K | 0.11% | 121 |
|
|
2020
Q3 | $409K | Sell |
1,770
-30
| -2% | -$6.93K | 0.12% | 112 |
|
|
2020
Q2 | $373K | Sell |
1,800
-120
| -6% | -$24.9K | 0.12% | 111 |
|
|
2020
Q1 | $317K | Sell |
1,920
-768
| -29% | -$127K | 0.12% | 114 |
|
|
2019
Q4 | $521K | Sell |
2,688
-180
| -6% | -$34.9K | 0.16% | 102 |
|
|
2019
Q3 | $516K | Sell |
2,868
-625
| -18% | -$112K | 0.18% | 101 |
|
|
2019
Q2 | $626K | Buy |
3,493
+100
| +3% | +$17.9K | 0.22% | 94 |
|
|
2019
Q1 | $585K | Hold |
3,393
| – | – | 0.21% | 96 |
|
|
2018
Q4 | $511K | Buy |
+3,393
| New | +$511K | 0.21% | 94 |
|