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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,440
Closed -$293K 87
2021
Q4
$293K Hold
3,440
0.03% 70
2021
Q3
$272K Hold
3,440
0.03% 67
2021
Q2
$278K Sell
3,440
-750
-18% -$60.6K 0.03% 64
2021
Q1
$328K Sell
4,190
-66
-2% -$5.17K 0.03% 55
2020
Q4
$307K Hold
4,256
0.03% 53
2020
Q3
$254K Hold
4,256
0.03% 53
2020
Q2
$238K Sell
4,256
-444
-9% -$24.8K 0.03% 48
2020
Q1
$210K Buy
4,700
+196
+4% +$8.76K 0.03% 49
2019
Q4
$268K Hold
4,504
0.03% 49
2019
Q3
$252K Hold
4,504
0.03% 49
2019
Q2
$255K Hold
4,504
0.04% 47
2019
Q1
$247K Buy
4,504
+224
+5% +$12.3K 0.04% 48
2018
Q4
$205K Hold
4,280
0.03% 51
2018
Q3
$249K Hold
4,280
0.03% 41
2018
Q2
$241K Hold
4,280
0.03% 41
2018
Q1
$234K Hold
4,280
0.03% 40
2017
Q4
$231K Hold
4,280
0.03% 41
2017
Q3
$217K Hold
4,280
0.02% 41
2017
Q2
$210K Hold
4,280
0.02% 43
2017
Q1
$204K Sell
4,280
-576
-12% -$27.5K 0.02% 44
2016
Q4
$221K Sell
4,856
-2,176
-31% -$99K 0.03% 44
2016
Q3
$307K Sell
7,032
-180
-2% -$7.86K 0.03% 34
2016
Q2
$305K Hold
7,212
0.03% 33
2016
Q1
$293K Sell
7,212
-540
-7% -$21.9K 0.03% 33
2015
Q4
$312K Hold
7,752
0.04% 36
2015
Q3
$304K Hold
7,752
0.04% 35
2015
Q2
$328K Sell
7,752
-1,760
-19% -$74.5K 0.04% 35
2015
Q1
$408K Buy
9,512
+1,568
+20% +$67.3K 0.05% 58
2014
Q4
$317K Hold
7,944
0.04% 31
2014
Q3
$301K Hold
7,944
0.04% 33
2014
Q2
$312K Sell
7,944
-176
-2% -$6.91K 0.05% 33
2014
Q1
$310K Hold
8,120
0.05% 33
2013
Q4
$305K Hold
8,120
0.05% 18
2013
Q3
$282K Hold
8,120
0.05% 18
2013
Q2
$262K Buy
+8,120
New +$262K 0.05% 16