Wealthcare Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthcare Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Buy	4,774 +240	+5%	+$95.1K	0.19%	31
2026 Q1	$1.62M	Buy	+4,534	New	+$1.69M	0.16%	31
2023 Q1	–	Sell	-1,255	Closed	-$264K	–	71
2022 Q4	$264K	Buy	1,255 +173	+16%	+$36.6K	0.03%	65
2022 Q3	$213K	Buy	+1,082	New	+$237K	0.03%	62
2021 Q2	–	Sell	-114	Closed	-$25K	–	360
2021 Q1	$25K	Buy	+114	New	+$25K	﹤0.01%	195
2019 Q2	–	Sell	-7	Closed	-$1K	–	186
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	179
2018 Q4	$1K	Hold	7	–	–	﹤0.01%	176
2018 Q3	$1K	Sell	7 -8	-53%	-$1.27K	﹤0.01%	179
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	174
2018 Q1	$2K	Sell	15 -20	-57%	-$3.04K	﹤0.01%	176
2017 Q4	$5K	Hold	35	–	–	﹤0.01%	153
2017 Q3	$5K	Sell	35 -2,712	-99%	-$372K	﹤0.01%	147
2017 Q2	$372K	Hold	2,747	–	–	0.04%	32
2017 Q1	$361K	Hold	2,747	–	–	0.04%	34
2016 Q4	$342K	Hold	2,747	–	–	0.04%	33
2016 Q3	$331K	Hold	2,747	–	–	0.04%	31
2016 Q2	$321K	Hold	2,747	–	–	0.04%	31
2016 Q1	$313K	Hold	2,747	–	–	0.04%	31
2015 Q4	$311K	Hold	2,747	–	–	0.04%	37
2015 Q3	$294K	Hold	2,747	–	–	0.04%	36
2015 Q2	$319K	Sell	2,747 -206	-7%	-$24.3K	0.04%	36
2015 Q1	$342K	Buy	2,953 +206	+7%	+$23.8K	0.04%	73
2014 Q4	$315K	Hold	2,747	–	–	0.04%	33
2014 Q3	$302K	Hold	2,747	–	–	0.04%	32
2014 Q2	$302K	Hold	2,747	–	–	0.04%	34
2014 Q1	$288K	Buy	+2,747	New	+$283K	0.05%	36

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's IWB Position: Q2 2026 in Review

Wealthcare Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 5.3% in Q2 2026, buying an estimated $95.1K and bringing the position to 4,774 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #31.

Wealthcare Capital Management first reported a position in IWB in Q1 2014 and has held it in 26 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Wealthcare Capital Management held 4,774 shares of iShares Russell 1000 ETF worth $1.95M as of Q2 2026.
Wealthcare Capital Management bought 240 iShares Russell 1000 ETF shares in Q2 2026, an estimated $95.1K.
iShares Russell 1000 ETF made up 0.19% of Wealthcare Capital Management's portfolio in Q2 2026, its #31 holding.
Wealthcare Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 26 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.