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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,141	Closed	-$229K	–	78
2023 Q2	$229K	Buy	+2,141	New	+$229K	0.03%	71
2022 Q1	–	Sell	-3,364	Closed	-$372K	–	86
2021 Q4	$372K	Sell	3,364 -417	-11%	-$46.1K	0.03%	64
2021 Q3	$390K	Buy	3,781 +90	+2%	+$9.28K	0.04%	61
2021 Q2	$389K	Sell	3,691 -316	-8%	-$33.3K	0.04%	57
2021 Q1	$408K	Buy	4,007 +521	+15%	+$53K	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%	-$18.5K	0.03%	50
2020 Q1	$207K	Sell	3,764 -616	-14%	-$33.9K	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%	+$15.3K	0.05%	38
2019 Q1	$329K	Sell	4,188 -204	-5%	-$16K	0.05%	39
2018 Q4	$304K	Buy	4,392 +630	+17%	+$43.6K	0.05%	41
2018 Q3	$315K	Buy	3,762 +630	+20%	+$52.8K	0.04%	38
2018 Q2	$254K	Buy	3,132 +74	+2%	+$6K	0.03%	40
2018 Q1	$236K	Buy	3,058 +266	+10%	+$20.5K	0.03%	39
2017 Q4	$224K	Hold	2,792	–	–	0.03%	42
2017 Q3	$213K	Sell	2,792 -310	-10%	-$23.7K	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%	-$99.8K	0.03%	42
2016 Q3	$310K	Hold	4,656	–	–	0.03%	33
2016 Q2	$298K	Buy	4,656 +56	+1%	+$3.58K	0.03%	34
2016 Q1	$285K	Sell	4,600 -210	-4%	-$13K	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%	-$7.86K	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%	-$22K	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%	+$14.6K	0.05%	17
2013 Q2	$254K	Buy	+5,008	New	+$254K	0.05%	17