Laurel Wealth Advisors (North Carolina)’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
57,915
+57,750
| +35,000% | +$165K | ﹤0.01% | 454 |
|
|
2025
Q1 | $52.4K | Hold |
165
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $55.2K | Hold |
165
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $53.9K | Hold |
165
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $50.9K | Hold |
165
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $49.5K | Hold |
165
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $45.2K | Hold |
165
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $40.4K | Hold |
165
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $42K | Hold |
165
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $38.8K | Hold |
165
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $36.4K | Hold |
165
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $34K | Hold |
165
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $36K | Sell |
165
-295
| -64% | -$64.4K | 0.01% | 284 |
|
|
2022
Q1 | $121K | Hold |
460
| – | – | 0.03% | 205 |
|
|
2021
Q4 | $128K | Sell |
460
-100
| -18% | -$27.8K | 0.03% | 200 |
|
|
2021
Q3 | $143K | Buy |
560
+395
| +239% | +$101K | 0.03% | 187 |
|
|
2021
Q2 | $42K | Hold |
165
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $39K | Hold |
165
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $37K | Hold |
165
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $32K | Hold |
165
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $30K | Hold |
165
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $24K | Hold |
165
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $31K | Hold |
165
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $29K | Hold |
165
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $28K | Hold |
165
| – | – | 0.01% | 289 |
|
|
2019
Q1 | $28K | Hold |
165
| – | – | 0.01% | 281 |
|
|
2018
Q4 | $24K | Buy |
+165
| New | +$24K | 0.01% | 282 |
|