Laurel Wealth Advisors (North Carolina)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
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|
2025
Q1 | $52.4K | Hold |
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|
2024
Q4 | $55.2K | Hold |
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|
2024
Q3 | $53.9K | Hold |
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|
2024
Q2 | $50.9K | Hold |
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|
2024
Q1 | $49.5K | Hold |
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|
2023
Q4 | $45.2K | Hold |
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|
2023
Q3 | $40.4K | Hold |
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|
2023
Q2 | $42K | Hold |
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|
2023
Q1 | $38.8K | Hold |
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|
2022
Q4 | $36.4K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $128K | Sell |
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|
2021
Q3 | $143K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $24K | Buy |
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