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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	+1,780	New	+$215K	0.02%	96
2026 Q1	–	Sell	-1,780	Closed	-$211K	–	95
2025 Q4	$211K	Hold	1,780	–	–	0.02%	87
2025 Q3	$208K	Buy	+1,780	New	+$198K	0.02%	82
2021 Q2	–	Sell	-1,688	Closed	-$103K	–	362
2021 Q1	$103K	Buy	+1,688	New	+$103K	0.01%	97
2017 Q2	–	Sell	-472	Closed	-$13K	–	191
2017 Q1	$13K	Hold	472	–	–	﹤0.01%	120
2016 Q4	$12K	Hold	472	–	–	﹤0.01%	116
2016 Q3	$12K	Hold	472	–	–	﹤0.01%	119
2016 Q2	$12K	Buy	+472	New	+$11.8K	﹤0.01%	117
2015 Q4	–	Sell	-8,840	Closed	-$206K	–	234
2015 Q3	$206K	Hold	8,840	–	–	0.03%	44
2015 Q2	$219K	Sell	8,840 -6,448	-42%	-$162K	0.03%	46
2015 Q1	$378K	Buy	15,288 +6,448	+73%	+$158K	0.05%	66
2014 Q4	$211K	Hold	8,840	–	–	0.03%	41
2014 Q3	$203K	Hold	8,840	–	–	0.03%	42
2014 Q2	$201K	Sell	8,840 -3,964	-31%	-$87K	0.03%	42
2014 Q1	$277K	Hold	12,804	–	–	0.04%	37
2013 Q4	$275K	Sell	12,804 -3,600	-22%	-$73.9K	0.05%	21
2013 Q3	$321K	Hold	16,404	–	–	0.05%	14
2013 Q2	$298K	Buy	+16,404	New	+$300K	0.05%	12