LWANC
Laurel Wealth Advisors (North Carolina)’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
1,764,644
+1,752,604
| +14,557% | +$12.3M | 0.18% | 96 |
|
|
2025
Q1 | $1.57M | Sell |
12,040
-305
| -2% | -$39.7K | 0.25% | 87 |
|
|
2024
Q4 | $1.65M | Buy |
12,345
+220
| +2% | +$29.4K | 0.26% | 85 |
|
|
2024
Q3 | $1.62M | Buy |
12,125
+60
| +0.5% | +$8.02K | 0.26% | 84 |
|
|
2024
Q2 | $1.44M | Buy |
12,065
+1,290
| +12% | +$154K | 0.25% | 82 |
|
|
2024
Q1 | $1.35M | Buy |
10,775
+240
| +2% | +$30.2K | 0.23% | 89 |
|
|
2023
Q4 | $1.2M | Buy |
10,535
+375
| +4% | +$42.9K | 0.23% | 89 |
|
|
2023
Q3 | $1.03M | Sell |
10,160
-505
| -5% | -$50.9K | 0.22% | 91 |
|
|
2023
Q2 | $1.13M | Sell |
10,665
-10
| -0.1% | -$1.06K | 0.23% | 87 |
|
|
2023
Q1 | $1.07M | Buy |
10,675
+650
| +6% | +$65.1K | 0.23% | 88 |
|
|
2022
Q4 | $967K | Buy |
10,025
+2,585
| +35% | +$249K | 0.22% | 87 |
|
|
2022
Q3 | $623K | Buy |
7,440
+600
| +9% | +$50.2K | 0.16% | 104 |
|
|
2022
Q2 | $603K | Buy |
6,840
+230
| +3% | +$20.3K | 0.15% | 104 |
|
|
2022
Q1 | $697K | Sell |
6,610
-1,475
| -18% | -$156K | 0.15% | 109 |
|
|
2021
Q4 | $912K | Hold |
8,085
| – | – | 0.19% | 97 |
|
|
2021
Q3 | $866K | Sell |
8,085
-305
| -4% | -$32.7K | 0.19% | 97 |
|
|
2021
Q2 | $932K | Buy |
8,390
+50
| +0.6% | +$5.55K | 0.2% | 96 |
|
|
2021
Q1 | $881K | Sell |
8,340
-110
| -1% | -$11.6K | 0.21% | 89 |
|
|
2020
Q4 | $820K | Buy |
8,450
+3,585
| +74% | +$348K | 0.21% | 87 |
|
|
2020
Q3 | $813K | Buy |
4,865
+60
| +1% | +$10K | 0.24% | 84 |
|
|
2020
Q2 | $725K | Sell |
4,805
-100
| -2% | -$15.1K | 0.24% | 84 |
|
|
2020
Q1 | $609K | Buy |
4,905
+660
| +16% | +$81.9K | 0.23% | 82 |
|
|
2019
Q4 | $712K | Buy |
4,245
+520
| +14% | +$87.2K | 0.22% | 85 |
|
|
2019
Q3 | $592K | Buy |
3,725
+150
| +4% | +$23.8K | 0.2% | 95 |
|
|
2019
Q2 | $566K | Buy |
3,575
+75
| +2% | +$11.9K | 0.2% | 98 |
|
|
2019
Q1 | $531K | Buy |
3,500
+100
| +3% | +$15.2K | 0.19% | 97 |
|
|
2018
Q4 | $437K | Buy |
+3,400
| New | +$437K | 0.18% | 99 |
|