WCM
IJR icon

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

Wealthcare Capital Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-621
Closed -$67K – 350
2021
Q1 		$67K Buy
+621
New +$65K 0.01% 123
2020
Q2 		– Sell
-562
Closed -$32K – 139
2020
Q1 		$32K Sell
562
-1,466
-72% -$109K ﹤0.01% 109
2019
Q4 		$170K Buy
2,028
+3
+0.1% +$241 0.02% 62
2019
Q3 		$158K Buy
2,025
+626
+45% +$48.5K 0.02% 62
2019
Q2 		$109K Sell
1,399
-89
-6% -$6.91K 0.02% 71
2019
Q1 		$115K Sell
1,488
-96
-6% -$7.37K 0.02% 70
2018
Q4 		$110K Sell
1,584
-1,118
-41% -$86.4K 0.02% 66
2018
Q3 		$236K Sell
2,702
-124
-4% -$10.9K 0.03% 42
2018
Q2 		$236K Hold
2,826
– – 0.03% 42
2018
Q1 		$218K Buy
2,826
+1
+0% +$78 0.02% 42
2017
Q4 		$217K Sell
2,825
-110
-4% -$8.29K 0.02% 43
2017
Q3 		$218K Buy
2,935
+1
+0% +$70 0.02% 40
2017
Q2 		$206K Sell
2,934
-106
-3% -$7.34K 0.02% 44
2017
Q1 		$210K Buy
3,040
+102
+3% +$7.03K 0.02% 43
2016
Q4 		$202K Buy
2,938
+4
+0.1% +$258 0.02% 47
2016
Q3 		$182K Sell
2,934
-16
-0.5% -$977 0.02% 43
2016
Q2 		$171K Buy
2,950
+452
+18% +$25.8K 0.02% 44
2016
Q1 		$141K Buy
2,498
+4
+0.2% +$209 0.02% 49
2015
Q4 		$137K Buy
2,494
+972
+64% +$54.8K 0.02% 56
2015
Q3 		$81K Sell
1,522
-180
-11% -$10.2K 0.01% 75
2015
Q2 		$100K Sell
1,702
-702
-29% -$41.5K 0.01% 72
2015
Q1 		$142K Buy
2,404
+902
+60% +$51.7K 0.02% 120
2014
Q4 		$86K Hold
1,502
– – 0.01% 67
2014
Q3 		$78K Buy
1,502
+2
+0.1% +$109 0.01% 71
2014
Q2 		$84K Hold
1,500
– – 0.01% 63
2014
Q1 		$83K Buy
+1,500
New +$81.1K 0.01% 64

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Wealthcare Capital Management's IJR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2021, closing a stake of 621 shares — an estimated $67K sold.

Wealthcare Capital Management first reported a position in IJR in Q1 2014 and held it in 26 quarters. The position peaked at $236K in Q3 2018. 1,813 funds tracked by Wall St. Rank hold IJR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 621 iShares Core S&P Small-Cap ETF shares in Q2 2021, an estimated $67K.
  • Wealthcare Capital Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and held it in 26 quarters.
  • Wealthcare Capital Management's iShares Core S&P Small-Cap ETF position peaked at $236K in Q3 2018.
  • 1,813 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.