Laurel Wealth Advisors (North Carolina)’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $320K | Buy |
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