Wealthcare Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Sell	1,055 -48	-4%	-$13.5K	0.03%	82
2026 Q1	$274K	Sell	1,103 -39	-3%	-$10.1K	0.03%	82
2025 Q4	$281K	Buy	1,142 +20	+2%	+$4.92K	0.03%	78
2025 Q3	$271K	Sell	1,122 -28	-2%	-$6.42K	0.03%	76
2025 Q2	$248K	Sell	1,150 -1	-0.1%	-$201	0.03%	71
2025 Q1	$230K	Sell	1,151 -2,267	-66%	-$492K	0.02%	82
2024 Q4	$755K	Buy	3,418 +2,307	+208%	+$526K	0.08%	44
2024 Q3	$245K	Sell	1,111 -1	-0.1%	-$214	0.02%	77
2024 Q2	$226K	Sell	1,112 -1	-0.1%	-$202	0.02%	77
2024 Q1	$234K	Sell	1,113 -414	-27%	-$82.6K	0.03%	75
2023 Q4	$306K	Sell	1,527 -79	-5%	-$14.2K	0.04%	67
2023 Q3	$284K	Sell	1,606 -998	-38%	-$187K	0.03%	61
2023 Q2	$488K	Buy	2,604 +168	+7%	+$30K	0.06%	45
2023 Q1	$435K	Buy	2,436 +657	+37%	+$121K	0.05%	49
2022 Q4	$310K	Hold	1,779	–	–	0.04%	60
2022 Q3	$293K	Hold	1,779	–	–	0.04%	57
2022 Q2	$301K	Hold	1,779	–	–	0.03%	56
2022 Q1	$365K	Sell	1,779 -1,277	-42%	-$260K	0.04%	63
2021 Q4	$680K	Sell	3,056 -4	-0.1%	-$904	0.06%	43
2021 Q3	$669K	Sell	3,060 -206	-6%	-$45.7K	0.06%	41
2021 Q2	$749K	Sell	3,266 -648	-17%	-$146K	0.07%	37
2021 Q1	$865K	Sell	3,914 -61	-2%	-$13.3K	0.09%	31
2020 Q4	$779K	Sell	3,975 -171	-4%	-$29.9K	0.08%	34
2020 Q3	$621K	Hold	4,146	–	–	0.07%	33
2020 Q2	$594K	Sell	4,146 -296	-7%	-$38.8K	0.07%	33
2020 Q1	$508K	Buy	4,442 +848	+24%	+$126K	0.07%	30
2019 Q4	$595K	Sell	3,594 -87	-2%	-$13.7K	0.07%	34
2019 Q3	$557K	Sell	3,681 -35	-0.9%	-$5.34K	0.07%	33
2019 Q2	$578K	Sell	3,716 -301	-7%	-$46.4K	0.08%	32
2019 Q1	$615K	Sell	4,017 -2,355	-37%	-$354K	0.09%	32
2018 Q4	$853K	Buy	6,372 +666	+12%	+$99.4K	0.13%	27
2018 Q3	$962K	Buy	5,706 +53	+0.9%	+$8.95K	0.11%	18
2018 Q2	$926K	Buy	5,653 +106	+2%	+$17K	0.11%	18
2018 Q1	$842K	Sell	5,547 -615	-10%	-$95K	0.1%	22
2017 Q4	$939K	Sell	6,162 -346	-5%	-$52K	0.11%	18
2017 Q3	$964K	Sell	6,508 -135	-2%	-$19K	0.11%	19
2017 Q2	$936K	Buy	6,643 +172	+3%	+$23.8K	0.11%	21
2017 Q1	$890K	Sell	6,471 -10	-0.2%	-$1.37K	0.1%	21
2016 Q4	$874K	Sell	6,481 -1,374	-17%	-$176K	0.1%	20
2016 Q3	$976K	Buy	7,855 +111	+1%	+$13.5K	0.11%	16
2016 Q2	$890K	Buy	7,744 +360	+5%	+$40.6K	0.1%	16
2016 Q1	$817K	Sell	7,384 -7	-0.1%	-$725	0.1%	17
2015 Q4	$832K	Buy	7,391 +280	+4%	+$32.3K	0.1%	20
2015 Q3	$777K	Buy	7,111 +31	+0.4%	+$3.68K	0.09%	18
2015 Q2	$884K	Sell	7,080 -2,731	-28%	-$341K	0.1%	15
2015 Q1	$1.22M	Buy	9,811 +3,515	+56%	+$424K	0.15%	17
2014 Q4	$753K	Buy	6,296 +44	+0.7%	+$5.03K	0.1%	17
2014 Q3	$684K	Hold	6,252	–	–	0.1%	18
2014 Q2	$743K	Sell	6,252 -547	-8%	-$62.1K	0.11%	16
2014 Q1	$791K	Sell	6,799 -615	-8%	-$70.9K	0.12%	15
2013 Q4	$855K	Sell	7,414 -275	-4%	-$30.4K	0.14%	10
2013 Q3	$820K	Buy	7,689 +175	+2%	+$18.1K	0.14%	8
2013 Q2	$729K	Buy	+7,514	New	+$718K	0.13%	8

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