Wealthcare Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,141	Closed	-$229K	–	78
2023 Q2	$229K	Buy	+2,141	New	+$217K	0.03%	71
2022 Q1	–	Sell	-3,364	Closed	-$372K	–	86
2021 Q4	$372K	Sell	3,364 -417	-11%	-$45.4K	0.03%	64
2021 Q3	$390K	Buy	3,781 +90	+2%	+$9.46K	0.04%	61
2021 Q2	$389K	Sell	3,691 -316	-8%	-$33.8K	0.04%	57
2021 Q1	$408K	Buy	4,007 +521	+15%	+$49.7K	0.04%	48
2020 Q4	$301K	Hold	3,486	–	–	0.03%	54
2020 Q3	$235K	Hold	3,486	–	–	0.03%	54
2020 Q2	$232K	Sell	3,486 -278	-7%	-$17.4K	0.03%	50
2020 Q1	$207K	Sell	3,764 -616	-14%	-$46.3K	0.03%	50
2019 Q4	$374K	Hold	4,380	–	–	0.04%	43
2019 Q3	$350K	Hold	4,380	–	–	0.04%	43
2019 Q2	$349K	Buy	4,380 +192	+5%	+$15.2K	0.05%	38
2019 Q1	$329K	Sell	4,188 -204	-5%	-$15.8K	0.05%	39
2018 Q4	$304K	Buy	4,392 +630	+17%	+$48.2K	0.05%	41
2018 Q3	$315K	Buy	3,762 +630	+20%	+$52.6K	0.04%	38
2018 Q2	$254K	Buy	3,132 +74	+2%	+$5.92K	0.03%	40
2018 Q1	$236K	Buy	3,058 +266	+10%	+$21.1K	0.03%	39
2017 Q4	$224K	Hold	2,792	–	–	0.03%	42
2017 Q3	$213K	Sell	2,792 -310	-10%	-$23K	0.02%	42
2017 Q2	$230K	Hold	3,102	–	–	0.03%	41
2017 Q1	$230K	Sell	3,102 -178	-5%	-$13.2K	0.03%	42
2016 Q4	$238K	Sell	3,280 -1,376	-30%	-$95.2K	0.03%	42
2016 Q3	$310K	Hold	4,656	–	–	0.03%	33
2016 Q2	$298K	Buy	4,656 +56	+1%	+$3.52K	0.03%	34
2016 Q1	$285K	Sell	4,600 -210	-4%	-$11.9K	0.03%	34
2015 Q4	$282K	Hold	4,810	–	–	0.03%	39
2015 Q3	$277K	Hold	4,810	–	–	0.03%	37
2015 Q2	$310K	Sell	4,810 -122	-2%	-$8.06K	0.04%	37
2015 Q1	$323K	Hold	4,932	–	–	0.04%	74
2014 Q4	$315K	Hold	4,932	–	–	0.04%	32
2014 Q3	$297K	Hold	4,932	–	–	0.04%	34
2014 Q2	$313K	Sell	4,932 -346	-7%	-$21.1K	0.05%	32
2014 Q1	$318K	Hold	5,278	–	–	0.05%	32
2013 Q4	$307K	Hold	5,278	–	–	0.05%	17
2013 Q3	$285K	Buy	5,278 +270	+5%	+$14.4K	0.05%	17
2013 Q2	$254K	Buy	+5,008	New	+$253K	0.05%	17