Laurel Wealth Advisors (North Carolina)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
16,979
+16,914
| +26,022% | +$49.8K | ﹤0.01% | 555 |
|
|
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% | 406 |
|
|
2024
Q2 | $19.3K | Hold |
65
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $18.7K | Hold |
65
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $17K | Hold |
65
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $15.3K | Hold |
65
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $15.8K | Hold |
65
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $14.6K | Hold |
65
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $13.7K | Hold |
65
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $13K | Sell |
65
-5
| -7% | -$1K | ﹤0.01% | 367 |
|
|
2022
Q2 | $15K | Hold |
70
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $18K | Hold |
70
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $19K | Hold |
70
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $17K | Hold |
70
| – | – | ﹤0.01% | 358 |
|
|
2021
Q2 | $17K | Hold |
70
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $16K | Hold |
70
| – | – | ﹤0.01% | 373 |
|
|
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 | +$10K | ﹤0.01% | 352 |
|