NCM
Nelson Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
1,250
-25
| -2% | -$7.15K | 0.05% | 89 |
|
|
2025
Q1 | $326K | Hold |
1,275
| – | – | 0.06% | 90 |
|
|
2024
Q4 | $367K | Hold |
1,275
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $362K | Hold |
1,275
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $335K | Hold |
1,275
| – | – | 0.06% | 87 |
|
|
2024
Q1 | $345K | Buy |
1,275
+125
| +11% | +$33.9K | 0.07% | 86 |
|
|
2023
Q4 | $290K | Hold |
1,150
| – | – | 0.06% | 83 |
|
|
2023
Q3 | $258K | Hold |
1,150
| – | – | 0.06% | 85 |
|
|
2023
Q2 | $279K | Hold |
1,150
| – | – | 0.07% | 80 |
|
|
2023
Q1 | $261K | Hold |
1,150
| – | – | 0.07% | 81 |
|
|
2022
Q4 | $247K | Hold |
1,150
| – | – | 0.07% | 85 |
|
|
2022
Q3 | $238K | Hold |
1,150
| – | – | 0.07% | 87 |
|
|
2022
Q2 | $237K | Hold |
1,150
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $294K | Sell |
1,150
-45
| -4% | -$11.5K | 0.06% | 91 |
|
|
2021
Q4 | $350K | Sell |
1,195
-20
| -2% | -$5.86K | 0.06% | 88 |
|
|
2021
Q3 | $357K | Hold |
1,215
| – | – | 0.07% | 81 |
|
|
2021
Q2 | $379K | Sell |
1,215
-105
| -8% | -$32.8K | 0.08% | 81 |
|
|
2021
Q1 | $397K | Hold |
1,320
| – | – | 0.08% | 79 |
|
|
2020
Q4 | $378K | Buy |
+1,320
| New | +$378K | 0.08% | 75 |
|