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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+872	New	+$203K	0.02%	101
2021 Q2	–	Sell	-269	Closed	-$41K	–	361
2021 Q1	$41K	Buy	+269	New	+$38.9K	﹤0.01%	155
2020 Q2	–	Sell	-1,076	Closed	-$107K	–	145
2020 Q1	$107K	Sell	1,076 -1,629	-60%	-$203K	0.01%	68
2019 Q4	$369K	Hold	2,705	–	–	0.04%	44
2019 Q3	$347K	Buy	2,705 +21	+0.8%	+$2.67K	0.04%	44
2019 Q2	$341K	Buy	2,684 +19	+0.7%	+$2.38K	0.05%	40
2019 Q1	$329K	Buy	2,665 +301	+13%	+$36.2K	0.05%	40
2018 Q4	$263K	Hold	2,364	–	–	0.04%	48
2018 Q3	$299K	Buy	2,364 +576	+32%	+$72.3K	0.04%	40
2018 Q2	$217K	Buy	1,788 +249	+16%	+$30.3K	0.02%	43
2018 Q1	$185K	Buy	1,539 +492	+47%	+$61.3K	0.02%	48
2017 Q4	$130K	Hold	1,047	–	–	0.01%	56
2017 Q3	$124K	Hold	1,047	–	–	0.01%	55
2017 Q2	$122K	Sell	1,047 -101	-9%	-$11.6K	0.01%	56
2017 Q1	$132K	Buy	1,148 +662	+136%	+$75.9K	0.01%	55
2016 Q4	$54K	Buy	486 +208	+75%	+$22.5K	0.01%	73
2016 Q3	$29K	Hold	278	–	–	﹤0.01%	95
2016 Q2	$29K	Buy	+278	New	+$28.1K	﹤0.01%	91
2015 Q2	–	Sell	-990	Closed	-$102K	–	634
2015 Q1	$102K	Buy	+990	New	+$103K	0.01%	153
2014 Q2	–	Sell	-900	Closed	-$82K	–	167
2014 Q1	$82K	Sell	900 -2,085	-70%	-$195K	0.01%	65
2013 Q4	$281K	Hold	2,985	–	–	0.05%	20
2013 Q3	$257K	Hold	2,985	–	–	0.04%	19
2013 Q2	$250K	Buy	+2,985	New	+$249K	0.05%	18

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Wealthcare Capital Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 872 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: Wealthcare Capital Management previously reported a position in IWD as recently as Q1 2021.

Wealthcare Capital Management first reported a position in IWD in Q2 2013 and has held it in 23 quarters since. The position peaked at $369K in Q4 2019. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealthcare Capital Management held 872 shares of iShares Russell 1000 Value ETF worth $211K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Wealthcare Capital Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Wealthcare Capital Management's portfolio in Q2 2026, its #101 holding.
Wealthcare Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 23 quarters since.
Wealthcare Capital Management's iShares Russell 1000 Value ETF position peaked at $369K in Q4 2019.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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