Wealthcare Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-422
| Closed | -$103K | – | 362 |
|
|
2021
Q1 | $103K | Buy |
+422
| New | +$103K | 0.01% | 97 |
|
|
2017
Q2 | – | Sell |
-118
| Closed | -$13K | – | 191 |
|
|
2017
Q1 | $13K | Hold |
118
| – | – | ﹤0.01% | 120 |
|
|
2016
Q4 | $12K | Hold |
118
| – | – | ﹤0.01% | 116 |
|
|
2016
Q3 | $12K | Hold |
118
| – | – | ﹤0.01% | 119 |
|
|
2016
Q2 | $12K | Buy |
+118
| New | +$12K | ﹤0.01% | 117 |
|
|
2015
Q4 | – | Sell |
-2,210
| Closed | -$206K | – | 234 |
|
|
2015
Q3 | $206K | Hold |
2,210
| – | – | 0.03% | 44 |
|
|
2015
Q2 | $219K | Sell |
2,210
-1,612
| -42% | -$160K | 0.03% | 46 |
|
|
2015
Q1 | $378K | Buy |
3,822
+1,612
| +73% | +$159K | 0.05% | 66 |
|
|
2014
Q4 | $211K | Hold |
2,210
| – | – | 0.03% | 41 |
|
|
2014
Q3 | $203K | Hold |
2,210
| – | – | 0.03% | 42 |
|
|
2014
Q2 | $201K | Sell |
2,210
-991
| -31% | -$90.1K | 0.03% | 42 |
|
|
2014
Q1 | $277K | Hold |
3,201
| – | – | 0.04% | 37 |
|
|
2013
Q4 | $275K | Sell |
3,201
-900
| -22% | -$77.3K | 0.05% | 21 |
|
|
2013
Q3 | $321K | Hold |
4,101
| – | – | 0.05% | 14 |
|
|
2013
Q2 | $298K | Buy |
+4,101
| New | +$298K | 0.05% | 12 |
|