Laurel Wealth Advisors (North Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.67M | Sell |
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|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.79M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.94M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.23M | Sell |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $2.77M | Sell |
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|
2019
Q3 | $2.82M | Sell |
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|
2019
Q2 | $3.2M | Buy |
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|
2019
Q1 | $3.14M | Buy |
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|
2018
Q4 | $2.67M | Buy |
|