Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
192,586
+190,492
| +9,097% | +$2.07M | 0.03% | 191 |
|
|
2025
Q1 | $178K | Buy |
2,094
+78
| +4% | +$6.64K | 0.03% | 183 |
|
|
2024
Q4 | $178K | Hold |
2,016
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $178K | Hold |
2,016
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $163K | Hold |
2,016
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $170K | Hold |
2,016
| – | – | 0.03% | 190 |
|
|
2023
Q4 | $157K | Hold |
2,016
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $140K | Hold |
2,016
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $147K | Hold |
2,016
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $141K | Hold |
2,016
| – | – | 0.03% | 192 |
|
|
2022
Q4 | $136K | Hold |
2,016
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $125K | Hold |
2,016
| – | – | 0.03% | 187 |
|
|
2022
Q2 | $130K | Hold |
2,016
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $157K | Hold |
2,016
| – | – | 0.03% | 189 |
|
|
2021
Q4 | $167K | Hold |
2,016
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $158K | Sell |
2,016
-200
| -9% | -$15.7K | 0.03% | 181 |
|
|
2021
Q2 | $176K | Hold |
2,216
| – | – | 0.04% | 177 |
|
|
2021
Q1 | $164K | Hold |
2,216
| – | – | 0.04% | 170 |
|
|
2020
Q4 | $152K | Hold |
2,216
| – | – | 0.04% | 164 |
|
|
2020
Q3 | $127K | Hold |
2,216
| – | – | 0.04% | 167 |
|
|
2020
Q2 | $119K | Hold |
2,216
| – | – | 0.04% | 165 |
|
|
2020
Q1 | $96K | Hold |
2,216
| – | – | 0.04% | 167 |
|
|
2019
Q4 | $132K | Hold |
2,216
| – | – | 0.04% | 165 |
|
|
2019
Q3 | $124K | Hold |
2,216
| – | – | 0.04% | 166 |
|
|
2019
Q2 | $124K | Hold |
2,216
| – | – | 0.04% | 163 |
|
|
2019
Q1 | $120K | Hold |
2,216
| – | – | 0.04% | 162 |
|
|
2018
Q4 | $103K | Buy |
+2,216
| New | +$103K | 0.04% | 157 |
|