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

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