Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $31.2K | Hold |
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|
2024
Q4 | $32.1K | Hold |
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|
2024
Q3 | $32.8K | Hold |
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|
2024
Q2 | $29.9K | Hold |
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|
2024
Q1 | $31.1K | Hold |
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|
2023
Q4 | $28.8K | Hold |
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|
2023
Q3 | $25.9K | Hold |
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|
2023
Q2 | $27.2K | Hold |
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|
2023
Q1 | $26.3K | Hold |
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|
2022
Q4 | $26.1K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $19K | Buy |
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