OCM
Objective Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,387
| Closed | -$651K | – | 149 |
|
|
2024
Q3 | $651K | Buy |
+7,387
| New | +$651K | 0.38% | 60 |
|
|
2024
Q1 | $605K | Sell |
7,199
-201
| -3% | -$16.9K | 0.41% | 57 |
|
|
2023
Q4 | $575K | Buy |
7,400
+10
| +0.1% | +$777 | 0.44% | 51 |
|
|
2023
Q3 | $512K | Hold |
7,390
| – | – | 0.45% | 52 |
|
|
2023
Q2 | $540K | Buy |
7,390
+3
| +0% | +$219 | 0.47% | 50 |
|
|
2023
Q1 | $516K | Buy |
7,387
+5
| +0.1% | +$350 | 0.47% | 49 |
|
|
2022
Q4 | $498K | Buy |
7,382
+5
| +0.1% | +$337 | 0.49% | 49 |
|
|
2022
Q3 | $458K | Buy |
7,377
+16
| +0.2% | +$993 | 0.49% | 51 |
|
|
2022
Q2 | $476K | Buy |
7,361
+51
| +0.7% | +$3.3K | 0.48% | 51 |
|
|
2022
Q1 | $570K | Buy |
7,310
+20
| +0.3% | +$1.56K | 0.44% | 53 |
|
|
2021
Q4 | $605K | Buy |
+7,290
| New | +$605K | 0.43% | 51 |
|