Wealthcare Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-465
| Closed | -$140K | – | 364 |
|
2021
Q1 | $140K | Buy |
+465
| New | +$140K | 0.01% | 86 |
|
2020
Q2 | – | Sell |
-620
| Closed | -$98K | – | 147 |
|
2020
Q1 | $98K | Buy |
620
+46
| +8% | +$7.27K | 0.01% | 72 |
|
2019
Q4 | $123K | Hold |
574
| – | – | 0.01% | 72 |
|
2019
Q3 | $111K | Hold |
574
| – | – | 0.01% | 75 |
|
2019
Q2 | $115K | Hold |
574
| – | – | 0.02% | 69 |
|
2019
Q1 | $113K | Hold |
574
| – | – | 0.02% | 72 |
|
2018
Q4 | $96K | Hold |
574
| – | – | 0.01% | 74 |
|
2018
Q3 | $123K | Hold |
574
| – | – | 0.01% | 59 |
|
2018
Q2 | $117K | Hold |
574
| – | – | 0.01% | 61 |
|
2018
Q1 | $109K | Sell |
574
-43
| -7% | -$8.17K | 0.01% | 61 |
|
2017
Q4 | $115K | Hold |
617
| – | – | 0.01% | 59 |
|
2017
Q3 | $110K | Hold |
617
| – | – | 0.01% | 60 |
|
2017
Q2 | $104K | Hold |
617
| – | – | 0.01% | 62 |
|
2017
Q1 | $100K | Sell |
617
-78
| -11% | -$12.6K | 0.01% | 65 |
|
2016
Q4 | $107K | Sell |
695
-138
| -17% | -$21.2K | 0.01% | 56 |
|
2016
Q3 | $124K | Sell |
833
-34
| -4% | -$5.06K | 0.01% | 48 |
|
2016
Q2 | $119K | Hold |
867
| – | – | 0.01% | 51 |
|
2016
Q1 | $115K | Sell |
867
-131
| -13% | -$17.4K | 0.01% | 54 |
|
2015
Q4 | $139K | Hold |
998
| – | – | 0.02% | 55 |
|
2015
Q3 | $134K | Hold |
998
| – | – | 0.02% | 57 |
|
2015
Q2 | $154K | Sell |
998
-138
| -12% | -$21.3K | 0.02% | 56 |
|
2015
Q1 | $172K | Buy |
1,136
+193
| +20% | +$29.2K | 0.02% | 104 |
|
2014
Q4 | $134K | Hold |
943
| – | – | 0.02% | 49 |
|
2014
Q3 | $122K | Hold |
943
| – | – | 0.02% | 51 |
|
2014
Q2 | $131K | Sell |
943
-264
| -22% | -$36.7K | 0.02% | 48 |
|
2014
Q1 | $164K | Hold |
1,207
| – | – | 0.03% | 44 |
|
2013
Q4 | $164K | Sell |
1,207
-16
| -1% | -$2.17K | 0.03% | 26 |
|
2013
Q3 | $154K | Hold |
1,223
| – | – | 0.03% | 25 |
|
2013
Q2 | $136K | Buy |
+1,223
| New | +$136K | 0.02% | 26 |
|