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