NCM Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $490K | Buy |
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