NCM Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.2M | Buy |
|