Laurel Wealth Advisors (North Carolina)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
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2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.6M | Hold |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.45M | Hold |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.15M | Hold |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $955K | Sell |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $879K | Hold |
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|
2022
Q2 | $914K | Hold |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $127K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $79K | Hold |
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|
2019
Q4 | $92K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $79K | Hold |
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|
2018
Q4 | $69K | Buy |
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