Wealthcare Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-293	Closed	-$24K	–	321
2015 Q2	$24K	Sell	293 -835	-74%	-$67.1K	﹤0.01%	145
2015 Q1	$89K	Buy	+1,128	New	+$86.8K	0.01%	167

Other funds holding IWC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Wealthcare Capital Management's IWC Position: Q3 2015 in Review

Wealthcare Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q3 2015, closing a stake of 293 shares — an estimated $24K sold.

Wealthcare Capital Management first reported a position in IWC in Q1 2015 and held it in 2 quarters. The position peaked at $89K in Q1 2015. 128 funds tracked by Wall St. Rank hold IWC as of Q3 2015.

Wealthcare Capital Management reported no remaining iShares Micro-Cap ETF position as of Q3 2015 after selling out during the quarter.
Wealthcare Capital Management sold 293 iShares Micro-Cap ETF shares in Q3 2015, an estimated $24K.
Wealthcare Capital Management first reported a position in iShares Micro-Cap ETF in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's iShares Micro-Cap ETF position peaked at $89K in Q1 2015.
128 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.