Laurel Wealth Advisors (North Carolina)’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
387,274
+382,674
| +8,319% | +$4.55M | 0.07% | 141 |
|
|
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% | 134 |
|
|
2024
Q2 | $344K | Hold |
4,600
| – | – | 0.06% | 138 |
|
|
2024
Q1 | $351K | Hold |
4,600
| – | – | 0.06% | 138 |
|
|
2023
Q4 | $323K | Hold |
4,600
| – | – | 0.06% | 139 |
|
|
2023
Q3 | $301K | Hold |
4,600
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $310K | Hold |
4,600
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $299K | Hold |
4,600
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $299K | Hold |
4,600
| – | – | 0.07% | 133 |
|
|
2022
Q3 | $265K | Hold |
4,600
| – | – | 0.07% | 135 |
|
|
2022
Q2 | $284K | Hold |
4,600
| – | – | 0.07% | 136 |
|
|
2022
Q1 | $320K | Buy |
+4,600
| New | +$320K | 0.07% | 138 |
|