Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $178K | Hold |
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|
2024
Q2 | $163K | Hold |
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|
2024
Q1 | $170K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $140K | Hold |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $157K | Hold |
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|
2021
Q4 | $167K | Hold |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $176K | Hold |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $152K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $119K | Hold |
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|
2020
Q1 | $96K | Hold |
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|
2019
Q4 | $132K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $120K | Hold |
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|
2018
Q4 | $103K | Buy |
|