Wealthcare Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Sell |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $669K | Sell |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $865K | Sell |
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|
2020
Q4 | $779K | Sell |
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|
2020
Q3 | $621K | Hold |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $595K | Sell |
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|
2019
Q3 | $557K | Sell |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $615K | Sell |
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|
2018
Q4 | $853K | Buy |
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|
2018
Q3 | $962K | Buy |
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|
2018
Q2 | $926K | Buy |
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|
2018
Q1 | $842K | Sell |
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|
2017
Q4 | $939K | Sell |
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|
2017
Q3 | $964K | Sell |
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|
2017
Q2 | $936K | Buy |
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|
2017
Q1 | $890K | Sell |
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|
2016
Q4 | $874K | Sell |
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|
2016
Q3 | $976K | Buy |
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|
2016
Q2 | $890K | Buy |
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|
2016
Q1 | $817K | Sell |
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|
2015
Q4 | $832K | Buy |
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|
2015
Q3 | $777K | Buy |
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|
2015
Q2 | $884K | Sell |
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|
2015
Q1 | $1.22M | Buy |
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|
2014
Q4 | $753K | Buy |
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|
2014
Q3 | $684K | Hold |
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|
2014
Q2 | $743K | Sell |
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|
2014
Q1 | $791K | Sell |
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|
2013
Q4 | $855K | Sell |
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|
2013
Q3 | $820K | Buy |
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|
2013
Q2 | $729K | Buy |
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