Wealthcare Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
– Sell
-460
Closed -$20K – 635
2015
Q1
$20K Buy
+460
New +$19.6K ﹤0.01% 401
2013
Q4
– Sell
-300
Closed -$10K – 124
2013
Q3
$10K Hold
300
– – ﹤0.01% 76
2013
Q2
$10K Buy
+300
New +$9.72K ﹤0.01% 79

Other funds holding IWR

Wealthcare Capital Management's IWR Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2015, closing a stake of 460 shares — an estimated $20K sold.

Wealthcare Capital Management first reported a position in IWR in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q1 2015. 449 funds tracked by Wall St. Rank hold IWR as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 460 iShares Russell Mid-Cap ETF shares in Q2 2015, an estimated $20K.
  • Wealthcare Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 3 quarters.
  • Wealthcare Capital Management's iShares Russell Mid-Cap ETF position peaked at $20K in Q1 2015.
  • 449 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.