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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$60.2K	0.03%	64
2021 Q1	$328K	Sell	4,190 -66	-2%	-$5.08K	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%	-$23.1K	0.03%	48
2020 Q1	$210K	Buy	4,700 +196	+4%	+$10.8K	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%	+$11.8K	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%	-$27.2K	0.02%	44
2016 Q4	$221K	Sell	4,856 -2,176	-31%	-$95.8K	0.03%	44
2016 Q3	$307K	Sell	7,032 -180	-2%	-$7.9K	0.03%	34
2016 Q2	$305K	Hold	7,212	–	–	0.03%	33
2016 Q1	$293K	Sell	7,212 -540	-7%	-$20.6K	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%	-$75.4K	0.04%	35
2015 Q1	$408K	Buy	9,512 +1,568	+20%	+$64.9K	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%	-$6.65K	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	+$264K	0.05%	16