LWANC
Laurel Wealth Advisors (North Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
2,865,477
+2,852,533
| +22,037% | +$13.2M | 0.19% | 91 |
|
|
2025
Q1 | $2.58M | Sell |
12,944
-256
| -2% | -$51.1K | 0.4% | 63 |
|
|
2024
Q4 | $2.92M | Buy |
13,200
+558
| +4% | +$123K | 0.46% | 54 |
|
|
2024
Q3 | $2.79M | Buy |
12,642
+596
| +5% | +$132K | 0.44% | 57 |
|
|
2024
Q2 | $2.44M | Sell |
12,046
-1,580
| -12% | -$321K | 0.42% | 62 |
|
|
2024
Q1 | $2.87M | Buy |
13,626
+1,427
| +12% | +$300K | 0.49% | 55 |
|
|
2023
Q4 | $2.45M | Sell |
12,199
-1,145
| -9% | -$230K | 0.46% | 60 |
|
|
2023
Q3 | $2.36M | Buy |
13,344
+420
| +3% | +$74.2K | 0.5% | 57 |
|
|
2023
Q2 | $2.42M | Sell |
12,924
-206
| -2% | -$38.6K | 0.48% | 58 |
|
|
2023
Q1 | $2.34M | Buy |
13,130
+140
| +1% | +$25K | 0.5% | 62 |
|
|
2022
Q4 | $2.26M | Sell |
12,990
-172
| -1% | -$30K | 0.51% | 58 |
|
|
2022
Q3 | $2.17M | Sell |
13,162
-1,248
| -9% | -$206K | 0.54% | 56 |
|
|
2022
Q2 | $2.44M | Buy |
14,410
+70
| +0.5% | +$11.9K | 0.59% | 54 |
|
|
2022
Q1 | $2.94M | Sell |
14,340
-368
| -3% | -$75.6K | 0.62% | 49 |
|
|
2021
Q4 | $3.27M | Buy |
14,708
+446
| +3% | +$99.2K | 0.67% | 46 |
|
|
2021
Q3 | $3.12M | Buy |
14,262
+328
| +2% | +$71.8K | 0.69% | 47 |
|
|
2021
Q2 | $3.2M | Sell |
13,934
-313
| -2% | -$71.8K | 0.69% | 46 |
|
|
2021
Q1 | $3.15M | Sell |
14,247
-955
| -6% | -$211K | 0.76% | 42 |
|
|
2020
Q4 | $2.98M | Buy |
15,202
+186
| +1% | +$36.5K | 0.77% | 42 |
|
|
2020
Q3 | $2.25M | Sell |
15,016
-560
| -4% | -$83.9K | 0.67% | 47 |
|
|
2020
Q2 | $2.23M | Sell |
15,576
-350
| -2% | -$50.1K | 0.73% | 45 |
|
|
2020
Q1 | $1.82M | Sell |
15,926
-775
| -5% | -$88.7K | 0.68% | 50 |
|
|
2019
Q4 | $2.77M | Sell |
16,701
-1,950
| -10% | -$323K | 0.87% | 36 |
|
|
2019
Q3 | $2.82M | Sell |
18,651
-1,925
| -9% | -$291K | 0.96% | 32 |
|
|
2019
Q2 | $3.2M | Buy |
20,576
+60
| +0.3% | +$9.33K | 1.13% | 26 |
|
|
2019
Q1 | $3.14M | Buy |
20,516
+590
| +3% | +$90.3K | 1.15% | 24 |
|
|
2018
Q4 | $2.67M | Buy |
+19,926
| New | +$2.67M | 1.07% | 28 |
|