WCM
Wealthcare Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Hold |
3,234
| – | – | 0.04% | 59 |
|
|
2025
Q1 | $300K | Buy |
3,234
+13
| +0.4% | +$1.21K | 0.03% | 69 |
|
|
2024
Q4 | $327K | Sell |
3,221
-51
| -2% | -$5.18K | 0.03% | 70 |
|
|
2024
Q3 | $313K | Sell |
3,272
-3
| -0.1% | -$287 | 0.03% | 67 |
|
|
2024
Q2 | $303K | Sell |
3,275
-1
| -0% | -$93 | 0.03% | 65 |
|
|
2024
Q1 | $277K | Sell |
3,276
-69
| -2% | -$5.83K | 0.03% | 73 |
|
|
2023
Q4 | $251K | Sell |
3,345
-1
| -0% | -$75 | 0.03% | 74 |
|
|
2023
Q3 | $229K | Sell |
3,346
-1,379
| -29% | -$94.4K | 0.03% | 69 |
|
|
2023
Q2 | $333K | Hold |
4,725
| – | – | 0.04% | 57 |
|
|
2023
Q1 | $302K | Hold |
4,725
| – | – | 0.04% | 58 |
|
|
2022
Q4 | $276K | Hold |
4,725
| – | – | 0.04% | 64 |
|
|
2022
Q3 | $273K | Hold |
4,725
| – | – | 0.03% | 59 |
|
|
2022
Q2 | $285K | Sell |
4,725
-116
| -2% | -$7K | 0.03% | 58 |
|
|
2022
Q1 | $370K | Sell |
4,841
-1,743
| -26% | -$133K | 0.04% | 62 |
|
|
2021
Q4 | $551K | Buy |
6,584
+129
| +2% | +$10.8K | 0.05% | 53 |
|
|
2021
Q3 | $477K | Sell |
6,455
-227
| -3% | -$16.8K | 0.05% | 51 |
|
|
2021
Q2 | $486K | Sell |
6,682
-824
| -11% | -$59.9K | 0.05% | 49 |
|
|
2021
Q1 | $489K | Sell |
7,506
-371
| -5% | -$24.2K | 0.05% | 43 |
|
|
2020
Q4 | $503K | Buy |
7,877
+5,815
| +282% | +$371K | 0.05% | 40 |
|
|
2020
Q3 | $476K | Sell |
2,062
-83
| -4% | -$19.2K | 0.05% | 37 |
|
|
2020
Q2 | $445K | Sell |
2,145
-28
| -1% | -$5.81K | 0.05% | 38 |
|
|
2020
Q1 | $359K | Sell |
2,173
-69
| -3% | -$11.4K | 0.05% | 40 |
|
|
2019
Q4 | $434K | Sell |
2,242
-12
| -0.5% | -$2.32K | 0.05% | 40 |
|
|
2019
Q3 | $406K | Sell |
2,254
-2
| -0.1% | -$360 | 0.05% | 39 |
|
|
2019
Q2 | $404K | Hold |
2,256
| – | – | 0.06% | 37 |
|
|
2019
Q1 | $389K | Hold |
2,256
| – | – | 0.06% | 37 |
|
|
2018
Q4 | $340K | Sell |
2,256
-17
| -0.7% | -$2.56K | 0.05% | 39 |
|
|
2018
Q3 | $403K | Hold |
2,273
| – | – | 0.05% | 35 |
|
|
2018
Q2 | $370K | Buy |
2,273
+13
| +0.6% | +$2.12K | 0.04% | 36 |
|
|
2018
Q1 | $350K | Sell |
2,260
-119
| -5% | -$18.4K | 0.04% | 35 |
|
|
2017
Q4 | $363K | Hold |
2,379
| – | – | 0.04% | 36 |
|
|
2017
Q3 | $341K | Hold |
2,379
| – | – | 0.04% | 36 |
|
|
2017
Q2 | $326K | Hold |
2,379
| – | – | 0.04% | 34 |
|
|
2017
Q1 | $313K | Sell |
2,379
-211
| -8% | -$27.8K | 0.03% | 37 |
|
|
2016
Q4 | $315K | Sell |
2,590
-505
| -16% | -$61.4K | 0.04% | 36 |
|
|
2016
Q3 | $377K | Hold |
3,095
| – | – | 0.04% | 29 |
|
|
2016
Q2 | $361K | Sell |
3,095
-288
| -9% | -$33.6K | 0.04% | 29 |
|
|
2016
Q1 | $392K | Sell |
3,383
-824
| -20% | -$95.5K | 0.05% | 27 |
|
|
2015
Q4 | $487K | Sell |
4,207
-894
| -18% | -$103K | 0.06% | 26 |
|
|
2015
Q3 | $550K | Sell |
5,101
-991
| -16% | -$107K | 0.07% | 24 |
|
|
2015
Q2 | $694K | Sell |
6,092
-3,902
| -39% | -$445K | 0.08% | 21 |
|
|
2015
Q1 | $1.14M | Buy |
9,994
+6,318
| +172% | +$720K | 0.14% | 19 |
|
|
2014
Q4 | $410K | Hold |
3,676
| – | – | 0.06% | 25 |
|
|
2014
Q3 | $393K | Hold |
3,676
| – | – | 0.06% | 26 |
|
|
2014
Q2 | $387K | Sell |
3,676
-66
| -2% | -$6.95K | 0.06% | 26 |
|
|
2014
Q1 | $374K | Buy |
3,742
+220
| +6% | +$22K | 0.06% | 28 |
|
|
2013
Q4 | $348K | Hold |
3,522
| – | – | 0.06% | 15 |
|
|
2013
Q3 | $315K | Sell |
3,522
-16
| -0.5% | -$1.43K | 0.05% | 15 |
|
|
2013
Q2 | $297K | Buy |
+3,538
| New | +$297K | 0.05% | 13 |
|