Laurel Wealth Advisors (North Carolina)’s iShares Russell 1000 ETF IWB Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-65	Closed	-$19.9K	–	435
2025 Q1	$19.9K	Hold	65	–	–	﹤0.01%	411
2024 Q4	$20.9K	Hold	65	–	–	﹤0.01%	411
2024 Q3	$20.4K	Hold	65	–	–	﹤0.01%	407
2024 Q2	$19.3K	Hold	65	–	–	﹤0.01%	374
2024 Q1	$18.7K	Hold	65	–	–	﹤0.01%	387
2023 Q4	$17K	Hold	65	–	–	﹤0.01%	367
2023 Q3	$15.3K	Hold	65	–	–	﹤0.01%	373
2023 Q2	$15.8K	Hold	65	–	–	﹤0.01%	376
2023 Q1	$14.6K	Hold	65	–	–	﹤0.01%	379
2022 Q4	$13.7K	Hold	65	–	–	﹤0.01%	365
2022 Q3	$13K	Sell	65 -5	-7%	-$1.1K	﹤0.01%	369
2022 Q2	$15K	Hold	70	–	–	﹤0.01%	357
2022 Q1	$18K	Hold	70	–	–	﹤0.01%	352
2021 Q4	$19K	Hold	70	–	–	﹤0.01%	352
2021 Q3	$17K	Hold	70	–	–	﹤0.01%	359
2021 Q2	$17K	Hold	70	–	–	﹤0.01%	399
2021 Q1	$16K	Hold	70	–	–	﹤0.01%	374
2020 Q4	$15K	Hold	70	–	–	﹤0.01%	378
2020 Q3	$13K	Hold	70	–	–	﹤0.01%	364
2020 Q2	$12K	Hold	70	–	–	﹤0.01%	362
2020 Q1	$10K	Hold	70	–	–	﹤0.01%	361
2019 Q4	$12K	Hold	70	–	–	﹤0.01%	376
2019 Q3	$12K	Hold	70	–	–	﹤0.01%	364
2019 Q2	$11K	Hold	70	–	–	﹤0.01%	367
2019 Q1	$11K	Hold	70	–	–	﹤0.01%	359
2018 Q4	$10K	Buy	+70	New	+$10.5K	﹤0.01%	352

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IWB Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 65 shares — an estimated $19.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IWB in Q4 2018 and held it in 26 quarters. The position peaked at $20.9K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 65 iShares Russell 1000 ETF shares in Q2 2025, an estimated $19.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 26 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Russell 1000 ETF position peaked at $20.9K in Q4 2024.
1,392 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.