WCM
Wealthcare Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
7,378
-101
| -1% | -$6.26K | 0.05% | 53 |
|
|
2025
Q1 | $436K | Sell |
7,479
-492
| -6% | -$28.7K | 0.04% | 57 |
|
|
2024
Q4 | $497K | Sell |
7,971
-3,123
| -28% | -$195K | 0.05% | 57 |
|
|
2024
Q3 | $691K | Sell |
11,094
-2,238
| -17% | -$139K | 0.07% | 45 |
|
|
2024
Q2 | $780K | Sell |
13,332
-4,713
| -26% | -$276K | 0.08% | 41 |
|
|
2024
Q1 | $1.1M | Buy |
18,045
+14,140
| +362% | +$859K | 0.12% | 30 |
|
|
2023
Q4 | $1.08M | Sell |
3,905
-1,148
| -23% | -$318K | 0.12% | 32 |
|
|
2023
Q3 | $1.26M | Sell |
5,053
-253
| -5% | -$63.1K | 0.15% | 30 |
|
|
2023
Q2 | $1.39M | Sell |
5,306
-20
| -0.4% | -$5.23K | 0.16% | 27 |
|
|
2023
Q1 | $1.33M | Buy |
5,326
+3
| +0.1% | +$750 | 0.16% | 23 |
|
|
2022
Q4 | $1.29M | Buy |
5,323
+287
| +6% | +$69.4K | 0.16% | 23 |
|
|
2022
Q3 | $1.1M | Sell |
5,036
-286
| -5% | -$62.7K | 0.14% | 21 |
|
|
2022
Q2 | $1.2M | Sell |
5,322
-288
| -5% | -$65.2K | 0.13% | 23 |
|
|
2022
Q1 | $1.51M | Buy |
5,610
+589
| +12% | +$158K | 0.15% | 23 |
|
|
2021
Q4 | $1.42M | Buy |
5,021
+437
| +10% | +$124K | 0.13% | 28 |
|
|
2021
Q3 | $1.21M | Sell |
4,584
-218
| -5% | -$57.4K | 0.12% | 27 |
|
|
2021
Q2 | $1.29M | Buy |
4,802
+90
| +2% | +$24.2K | 0.12% | 26 |
|
|
2021
Q1 | $1.23M | Sell |
4,712
-209
| -4% | -$54.4K | 0.12% | 25 |
|
|
2020
Q4 | $1.13M | Buy |
4,921
+19
| +0.4% | +$4.37K | 0.12% | 25 |
|
|
2020
Q3 | $908K | Buy |
4,902
+1,125
| +30% | +$208K | 0.1% | 27 |
|
|
2020
Q2 | $672K | Buy |
3,777
+299
| +9% | +$53.2K | 0.08% | 27 |
|
|
2020
Q1 | $500K | Buy |
3,478
+30
| +0.9% | +$4.31K | 0.07% | 32 |
|
|
2019
Q4 | $710K | Sell |
3,448
-182
| -5% | -$37.5K | 0.08% | 32 |
|
|
2019
Q3 | $701K | Buy |
3,630
+426
| +13% | +$82.3K | 0.09% | 32 |
|
|
2019
Q2 | $622K | Sell |
3,204
-72
| -2% | -$14K | 0.09% | 31 |
|
|
2019
Q1 | $620K | Buy |
3,276
+1,573
| +92% | +$298K | 0.09% | 31 |
|
|
2018
Q4 | $283K | Sell |
1,703
-348
| -17% | -$57.8K | 0.04% | 44 |
|
|
2018
Q3 | $413K | Sell |
2,051
-244
| -11% | -$49.1K | 0.05% | 34 |
|
|
2018
Q2 | $447K | Sell |
2,295
-98
| -4% | -$19.1K | 0.05% | 34 |
|
|
2018
Q1 | $449K | Sell |
2,393
-160
| -6% | -$30K | 0.05% | 32 |
|
|
2017
Q4 | $485K | Sell |
2,553
-378
| -13% | -$71.8K | 0.05% | 31 |
|
|
2017
Q3 | $524K | Sell |
2,931
-1,418
| -33% | -$254K | 0.06% | 28 |
|
|
2017
Q2 | $756K | Sell |
4,349
-104
| -2% | -$18.1K | 0.09% | 24 |
|
|
2017
Q1 | $762K | Buy |
4,453
+49
| +1% | +$8.39K | 0.08% | 25 |
|
|
2016
Q4 | $728K | Sell |
4,404
-16
| -0.4% | -$2.65K | 0.08% | 25 |
|
|
2016
Q3 | $684K | Sell |
4,420
-12
| -0.3% | -$1.86K | 0.08% | 23 |
|
|
2016
Q2 | $662K | Buy |
4,432
+206
| +5% | +$30.8K | 0.08% | 23 |
|
|
2016
Q1 | $609K | Sell |
4,226
-147
| -3% | -$21.2K | 0.07% | 23 |
|
|
2015
Q4 | $609K | Sell |
4,373
-27
| -0.6% | -$3.76K | 0.07% | 24 |
|
|
2015
Q3 | $601K | Buy |
4,400
+1
| +0% | +$137 | 0.07% | 22 |
|
|
2015
Q2 | $660K | Sell |
4,399
-1,763
| -29% | -$265K | 0.08% | 22 |
|
|
2015
Q1 | $937K | Buy |
6,162
+1,151
| +23% | +$175K | 0.11% | 26 |
|
|
2014
Q4 | $726K | Buy |
5,011
+1
| +0% | +$145 | 0.1% | 20 |
|
|
2014
Q3 | $685K | Buy |
5,010
+1
| +0% | +$137 | 0.1% | 17 |
|
|
2014
Q2 | $717K | Sell |
5,009
-98
| -2% | -$14K | 0.11% | 17 |
|
|
2014
Q1 | $702K | Buy |
5,107
+4,597
| +901% | +$632K | 0.11% | 17 |
|
|
2013
Q4 | $68K | Sell |
510
-25
| -5% | -$3.33K | 0.01% | 39 |
|
|
2013
Q3 | $66K | Buy |
535
+25
| +5% | +$3.08K | 0.01% | 35 |
|
|
2013
Q2 | $59K | Buy |
+510
| New | +$59K | 0.01% | 38 |
|