Wealthcare Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealthcare Capital Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$527K	Sell	6,834 -347	-5%	-$25.5K	0.05%	58
2026 Q1	$485K	Sell	7,181 -171	-2%	-$11.9K	0.05%	59
2025 Q4	$485K	Buy	7,352 +4	+0.1%	+$262	0.05%	56
2025 Q3	$480K	Sell	7,348 -30	-0.4%	-$1.93K	0.05%	57
2025 Q2	$458K	Sell	7,378 -101	-1%	-$5.93K	0.05%	53
2025 Q1	$436K	Sell	7,479 -492	-6%	-$30.6K	0.04%	57
2024 Q4	$497K	Sell	7,971 -3,123	-28%	-$200K	0.05%	57
2024 Q3	$691K	Sell	11,094 -2,238	-17%	-$135K	0.07%	45
2024 Q2	$780K	Sell	13,332 -4,713	-26%	-$277K	0.08%	41
2024 Q1	$1.1M	Sell	18,045 -1,480	-8%	-$83.8K	0.12%	30
2023 Q4	$1.08M	Sell	19,525 -5,740	-23%	-$291K	0.12%	32
2023 Q3	$1.26M	Sell	25,265 -1,265	-5%	-$66.3K	0.15%	30
2023 Q2	$1.39M	Sell	26,530 -100	-0.4%	-$4.97K	0.16%	27
2023 Q1	$1.33M	Buy	26,630 +15	+0.1%	+$764	0.16%	23
2022 Q4	$1.29M	Buy	26,615 +1,435	+6%	+$69.3K	0.16%	23
2022 Q3	$1.1M	Sell	25,180 -1,430	-5%	-$69.1K	0.14%	21
2022 Q2	$1.2M	Sell	26,610 -1,440	-5%	-$71.1K	0.13%	23
2022 Q1	$1.5M	Buy	28,050 +2,945	+12%	+$157K	0.15%	23
2021 Q4	$1.42M	Buy	25,105 +2,185	+10%	+$122K	0.13%	28
2021 Q3	$1.21M	Sell	22,920 -1,090	-5%	-$58.6K	0.12%	27
2021 Q2	$1.29M	Buy	24,010 +450	+2%	+$24.3K	0.12%	26
2021 Q1	$1.23M	Sell	23,560 -1,045	-4%	-$52.2K	0.12%	25
2020 Q4	$1.13M	Buy	24,605 +95	+0.4%	+$4K	0.12%	25
2020 Q3	$908K	Buy	24,510 +5,625	+30%	+$210K	0.1%	27
2020 Q2	$672K	Buy	18,885 +1,495	+9%	+$49.6K	0.08%	27
2020 Q1	$500K	Buy	17,390 +150	+0.9%	+$5.58K	0.07%	32
2019 Q4	$710K	Sell	17,240 -910	-5%	-$36.1K	0.08%	32
2019 Q3	$701K	Buy	18,150 +2,130	+13%	+$81.9K	0.09%	32
2019 Q2	$622K	Sell	16,020 -360	-2%	-$13.8K	0.09%	31
2019 Q1	$620K	Buy	16,380 +7,865	+92%	+$290K	0.09%	31
2018 Q4	$283K	Sell	8,515 -1,740	-17%	-$63.5K	0.04%	44
2018 Q3	$413K	Sell	10,255 -1,220	-11%	-$49K	0.05%	34
2018 Q2	$447K	Sell	11,475 -490	-4%	-$18.9K	0.05%	34
2018 Q1	$449K	Sell	11,965 -800	-6%	-$30.6K	0.05%	32
2017 Q4	$485K	Sell	12,765 -1,890	-13%	-$69.9K	0.05%	31
2017 Q3	$524K	Sell	14,655 -7,090	-33%	-$247K	0.06%	28
2017 Q2	$756K	Sell	21,745 -520	-2%	-$18K	0.09%	24
2017 Q1	$762K	Buy	22,265 +245	+1%	+$8.34K	0.08%	25
2016 Q4	$728K	Sell	22,020 -80	-0.4%	-$2.54K	0.08%	25
2016 Q3	$684K	Sell	22,100 -60	-0.3%	-$1.85K	0.08%	23
2016 Q2	$662K	Buy	22,160 +1,030	+5%	+$30.2K	0.08%	23
2016 Q1	$609K	Sell	21,130 -735	-3%	-$19.6K	0.07%	23
2015 Q4	$609K	Sell	21,865 -135	-0.6%	-$3.86K	0.07%	24
2015 Q3	$601K	Buy	22,000 +5	+0%	+$145	0.07%	22
2015 Q2	$660K	Sell	21,995 -8,815	-29%	-$269K	0.08%	22
2015 Q1	$937K	Buy	30,810 +5,755	+23%	+$170K	0.11%	26
2014 Q4	$726K	Buy	25,055 +5	+0%	+$140	0.1%	20
2014 Q3	$685K	Buy	25,050 +5	+0%	+$141	0.1%	17
2014 Q2	$717K	Sell	25,045 -490	-2%	-$13.5K	0.11%	17
2014 Q1	$702K	Buy	25,535 +22,985	+901%	+$618K	0.11%	17
2013 Q4	$68K	Sell	2,550 -125	-5%	-$3.23K	0.01%	39
2013 Q3	$66K	Buy	2,675 +125	+5%	+$3.05K	0.01%	35
2013 Q2	$59K	Buy	+2,550	New	+$59.2K	0.01%	38