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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Capital Management's IWO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 465 shares — an estimated $140K sold.

Wealthcare Capital Management first reported a position in IWO in Q2 2013 and held it in 29 quarters. The position peaked at $172K in Q1 2015. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Wealthcare Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 465 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $140K.
Wealthcare Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's iShares Russell 2000 Growth ETF position peaked at $172K in Q1 2015.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.