LWANC
Laurel Wealth Advisors (North Carolina)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
363,900
+362,587
| +27,615% | +$1.27M | 0.02% | 236 |
|
|
2025
Q1 | $336K | Sell |
1,313
-25
| -2% | -$6.39K | 0.05% | 145 |
|
|
2024
Q4 | $385K | Sell |
1,338
-80
| -6% | -$23K | 0.06% | 136 |
|
|
2024
Q3 | $403K | Buy |
1,418
+63
| +5% | +$17.9K | 0.06% | 131 |
|
|
2024
Q2 | $356K | Sell |
1,355
-94
| -6% | -$24.7K | 0.06% | 135 |
|
|
2024
Q1 | $392K | Sell |
1,449
-50
| -3% | -$13.5K | 0.07% | 132 |
|
|
2023
Q4 | $378K | Sell |
1,499
-144
| -9% | -$36.3K | 0.07% | 129 |
|
|
2023
Q3 | $368K | Sell |
1,643
-49
| -3% | -$11K | 0.08% | 128 |
|
|
2023
Q2 | $411K | Sell |
1,692
-35
| -2% | -$8.49K | 0.08% | 126 |
|
|
2023
Q1 | $392K | Sell |
1,727
-35
| -2% | -$7.94K | 0.08% | 128 |
|
|
2022
Q4 | $378K | Buy |
1,762
+50
| +3% | +$10.7K | 0.09% | 125 |
|
|
2022
Q3 | $354K | Sell |
1,712
-355
| -17% | -$73.4K | 0.09% | 125 |
|
|
2022
Q2 | $426K | Sell |
2,067
-15
| -0.7% | -$3.09K | 0.1% | 118 |
|
|
2022
Q1 | $532K | Hold |
2,082
| – | – | 0.11% | 118 |
|
|
2021
Q4 | $610K | Sell |
2,082
-140
| -6% | -$41K | 0.13% | 112 |
|
|
2021
Q3 | $652K | Sell |
2,222
-115
| -5% | -$33.7K | 0.14% | 108 |
|
|
2021
Q2 | $728K | Sell |
2,337
-20
| -0.8% | -$6.23K | 0.16% | 106 |
|
|
2021
Q1 | $709K | Sell |
2,357
-195
| -8% | -$58.7K | 0.17% | 103 |
|
|
2020
Q4 | $732K | Sell |
2,552
-75
| -3% | -$21.5K | 0.19% | 95 |
|
|
2020
Q3 | $582K | Sell |
2,627
-150
| -5% | -$33.2K | 0.17% | 93 |
|
|
2020
Q2 | $574K | Hold |
2,777
| – | – | 0.19% | 92 |
|
|
2020
Q1 | $439K | Sell |
2,777
-175
| -6% | -$27.7K | 0.16% | 95 |
|
|
2019
Q4 | $632K | Sell |
2,952
-455
| -13% | -$97.4K | 0.2% | 90 |
|
|
2019
Q3 | $657K | Sell |
3,407
-505
| -13% | -$97.4K | 0.22% | 88 |
|
|
2019
Q2 | $786K | Sell |
3,912
-135
| -3% | -$27.1K | 0.28% | 75 |
|
|
2019
Q1 | $796K | Hold |
4,047
| – | – | 0.29% | 74 |
|
|
2018
Q4 | $680K | Buy |
+4,047
| New | +$680K | 0.27% | 78 |
|