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 | $50K | Buy |
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|
2025
Q1 | $19.9K | Hold |
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|
2024
Q4 | $20.9K | Hold |
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|
2024
Q3 | $20.4K | Hold |
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|
2024
Q2 | $19.3K | Hold |
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|
2024
Q1 | $18.7K | Hold |
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|
2023
Q4 | $17K | Hold |
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|
2023
Q3 | $15.3K | Hold |
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|
2023
Q2 | $15.8K | Hold |
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|
2023
Q1 | $14.6K | Hold |
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|
2022
Q4 | $13.7K | Hold |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Buy |
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