LWANC
Laurel Wealth Advisors (North Carolina)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
1,704,689
+1,700,674
| +42,358% | +$4.01M | 0.06% | 148 |
|
|
2025
Q1 | $1.45M | Buy |
4,015
+31
| +0.8% | +$11.2K | 0.23% | 93 |
|
|
2024
Q4 | $1.6M | Hold |
3,984
| – | – | 0.25% | 88 |
|
|
2024
Q3 | $1.5M | Hold |
3,984
| – | – | 0.24% | 91 |
|
|
2024
Q2 | $1.45M | Hold |
3,984
| – | – | 0.25% | 80 |
|
|
2024
Q1 | $1.34M | Buy |
3,984
+184
| +5% | +$62K | 0.23% | 91 |
|
|
2023
Q4 | $1.15M | Hold |
3,800
| – | – | 0.22% | 93 |
|
|
2023
Q3 | $1.01M | Sell |
3,800
-70
| -2% | -$18.6K | 0.21% | 92 |
|
|
2023
Q2 | $1.06M | Sell |
3,870
-40
| -1% | -$11K | 0.21% | 90 |
|
|
2023
Q1 | $955K | Sell |
3,910
-70
| -2% | -$17.1K | 0.2% | 91 |
|
|
2022
Q4 | $853K | Sell |
3,980
-200
| -5% | -$42.8K | 0.19% | 94 |
|
|
2022
Q3 | $879K | Hold |
4,180
| – | – | 0.22% | 87 |
|
|
2022
Q2 | $914K | Hold |
4,180
| – | – | 0.22% | 86 |
|
|
2022
Q1 | $1.16M | Buy |
+4,180
| New | +$1.16M | 0.24% | 86 |
|
|
2021
Q1 | – | Sell |
-525
| Closed | -$127K | – | 668 |
|
|
2020
Q4 | $127K | Hold |
525
| – | – | 0.03% | 179 |
|
|
2020
Q3 | $114K | Hold |
525
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $101K | Hold |
525
| – | – | 0.03% | 174 |
|
|
2020
Q1 | $79K | Hold |
525
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $92K | Hold |
525
| – | – | 0.03% | 189 |
|
|
2019
Q3 | $84K | Hold |
525
| – | – | 0.03% | 196 |
|
|
2019
Q2 | $83K | Hold |
525
| – | – | 0.03% | 193 |
|
|
2019
Q1 | $79K | Hold |
525
| – | – | 0.03% | 198 |
|
|
2018
Q4 | $69K | Buy |
+525
| New | +$69K | 0.03% | 192 |
|