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

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