LWANC
Laurel Wealth Advisors (North Carolina)’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
3,690,017
+3,670,235
| +18,553% | +$21.2M | 0.31% | 71 |
|
|
2025
Q1 | $2.78M | Buy |
19,782
+590
| +3% | +$82.9K | 0.44% | 56 |
|
|
2024
Q4 | $3.06M | Buy |
19,192
+400
| +2% | +$63.8K | 0.48% | 52 |
|
|
2024
Q3 | $2.85M | Buy |
18,792
+200
| +1% | +$30.3K | 0.45% | 54 |
|
|
2024
Q2 | $2.8M | Buy |
18,592
+570
| +3% | +$85.8K | 0.49% | 51 |
|
|
2024
Q1 | $2.43M | Buy |
18,022
+145
| +0.8% | +$19.6K | 0.42% | 64 |
|
|
2023
Q4 | $2.19M | Sell |
17,877
-825
| -4% | -$101K | 0.42% | 65 |
|
|
2023
Q3 | $1.96M | Sell |
18,702
-2,280
| -11% | -$239K | 0.42% | 67 |
|
|
2023
Q2 | $2.28M | Sell |
20,982
-250
| -1% | -$27.2K | 0.46% | 63 |
|
|
2023
Q1 | $1.97M | Buy |
21,232
+2,820
| +15% | +$262K | 0.42% | 67 |
|
|
2022
Q4 | $1.37M | Buy |
18,412
+2,411
| +15% | +$180K | 0.31% | 77 |
|
|
2022
Q3 | $1.17M | Buy |
16,001
+2,855
| +22% | +$209K | 0.29% | 79 |
|
|
2022
Q2 | $1.05M | Buy |
13,146
+1,050
| +9% | +$83.9K | 0.25% | 81 |
|
|
2022
Q1 | $1.25M | Sell |
12,096
-2,930
| -19% | -$302K | 0.26% | 83 |
|
|
2021
Q4 | $1.73M | Buy |
15,026
+550
| +4% | +$63.1K | 0.35% | 69 |
|
|
2021
Q3 | $1.47M | Sell |
14,476
-140
| -1% | -$14.2K | 0.32% | 73 |
|
|
2021
Q2 | $1.45M | Sell |
14,616
-170
| -1% | -$16.9K | 0.31% | 72 |
|
|
2021
Q1 | $1.3M | Sell |
14,786
-3,009
| -17% | -$264K | 0.31% | 72 |
|
|
2020
Q4 | $1.51M | Buy |
17,795
+12,510
| +237% | +$1.06M | 0.39% | 63 |
|
|
2020
Q3 | $1.59M | Buy |
5,285
+730
| +16% | +$220K | 0.48% | 58 |
|
|
2020
Q2 | $1.23M | Buy |
4,555
+162
| +4% | +$43.7K | 0.4% | 66 |
|
|
2020
Q1 | $898K | Buy |
4,393
+320
| +8% | +$65.4K | 0.34% | 70 |
|
|
2019
Q4 | $947K | Buy |
4,073
+20
| +0.5% | +$4.65K | 0.3% | 70 |
|
|
2019
Q3 | $828K | Buy |
4,053
+60
| +2% | +$12.3K | 0.28% | 74 |
|
|
2019
Q2 | $790K | Sell |
3,993
-150
| -4% | -$29.7K | 0.28% | 74 |
|
|
2019
Q1 | $790K | Buy |
4,143
+15
| +0.4% | +$2.86K | 0.29% | 76 |
|
|
2018
Q4 | $660K | Buy |
+4,128
| New | +$660K | 0.27% | 79 |
|