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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-465
Closed -$140K 364
2021
Q1
$140K Buy
+465
New +$144K 0.01% 86
2020
Q2
Sell
-620
Closed -$98K 147
2020
Q1
$98K Buy
620
+46
+8% +$9.13K 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% -$8.26K 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% -$12.4K 0.01% 65
2016
Q4
$107K Sell
695
-138
-17% -$20.6K 0.01% 56
2016
Q3
$124K Sell
833
-34
-4% -$4.96K 0.01% 48
2016
Q2
$119K Hold
867
0.01% 51
2016
Q1
$115K Sell
867
-131
-13% -$16.3K 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% -$21.1K 0.02% 56
2015
Q1
$172K Buy
1,136
+193
+20% +$28.1K 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% -$34.7K 0.02% 48
2014
Q1
$164K Hold
1,207
0.03% 44
2013
Q4
$164K Sell
1,207
-16
-1% -$2.07K 0.03% 26
2013
Q3
$154K Hold
1,223
0.03% 25
2013
Q2
$136K Buy
+1,223
New +$134K 0.02% 26

Other funds holding IWO