Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
32,771
+32,523
| +13,114% | +$246K | ﹤0.01% | 413 |
|
|
2025
Q1 | $31.2K | Hold |
248
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $32.1K | Hold |
248
| – | – | 0.01% | 358 |
|
|
2024
Q3 | $32.8K | Hold |
248
| – | – | 0.01% | 349 |
|
|
2024
Q2 | $29.9K | Hold |
248
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $31.1K | Hold |
248
| – | – | 0.01% | 338 |
|
|
2023
Q4 | $28.8K | Hold |
248
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $25.9K | Hold |
248
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $27.2K | Hold |
248
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $26.3K | Hold |
248
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $26.1K | Hold |
248
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $24K | Hold |
248
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $25K | Hold |
248
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $30K | Hold |
248
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $30K | Hold |
248
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $28K | Hold |
248
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $29K | Hold |
248
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $27K | Hold |
248
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $24K | Hold |
248
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $20K | Hold |
248
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $19K | Hold |
248
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $16K | Hold |
248
| – | – | 0.01% | 315 |
|
|
2019
Q4 | $24K | Hold |
248
| – | – | 0.01% | 311 |
|
|
2019
Q3 | $22K | Hold |
248
| – | – | 0.01% | 312 |
|
|
2019
Q2 | $22K | Hold |
248
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $22K | Hold |
248
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $19K | Buy |
+248
| New | +$19K | 0.01% | 297 |
|