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
2026 Q1	$397K	Hold	3,900	–	–	0.04%	155
2025 Q4	$358K	Hold	3,900	–	–	0.05%	154
2025 Q3	$343K	Sell	3,900 -700	-15%	-$60.1K	0.05%	156
2025 Q2	$387K	Hold	4,600	–	–	0.06%	145
2025 Q1	$378K	Hold	4,600	–	–	0.06%	141
2024 Q4	$364K	Hold	4,600	–	–	0.06%	139
2024 Q3	$374K	Hold	4,600	–	–	0.06%	135
2024 Q2	$344K	Hold	4,600	–	–	0.06%	139
2024 Q1	$351K	Hold	4,600	–	–	0.06%	139
2023 Q4	$323K	Hold	4,600	–	–	0.06%	140
2023 Q3	$301K	Hold	4,600	–	–	0.06%	139
2023 Q2	$310K	Hold	4,600	–	–	0.06%	140
2023 Q1	$299K	Hold	4,600	–	–	0.06%	141
2022 Q4	$299K	Hold	4,600	–	–	0.07%	134
2022 Q3	$265K	Hold	4,600	–	–	0.07%	136
2022 Q2	$284K	Hold	4,600	–	–	0.07%	137
2022 Q1	$320K	Buy	+4,600	New	+$318K	0.07%	139