WCM
Wealthcare Capital Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
45,885
-12,409
| -21% | -$959K | 0.38% | 16 |
|
|
2025
Q1 | $4.07M | Sell |
58,294
-2,054
| -3% | -$143K | 0.41% | 17 |
|
|
2024
Q4 | $3.99M | Sell |
60,348
-3,386
| -5% | -$224K | 0.4% | 16 |
|
|
2024
Q3 | $4.63M | Sell |
63,734
-5,717
| -8% | -$415K | 0.46% | 16 |
|
|
2024
Q2 | $4.69M | Sell |
69,451
-2,126
| -3% | -$144K | 0.5% | 14 |
|
|
2024
Q1 | $4.86M | Sell |
71,577
-3,380
| -5% | -$229K | 0.54% | 13 |
|
|
2023
Q4 | $4.87M | Buy |
74,957
+24,509
| +49% | +$1.59M | 0.56% | 11 |
|
|
2023
Q3 | $3.03M | Sell |
50,448
-2,132
| -4% | -$128K | 0.37% | 13 |
|
|
2023
Q2 | $3.29M | Sell |
52,580
-1,408
| -3% | -$88.2K | 0.39% | 11 |
|
|
2023
Q1 | $3.34M | Sell |
53,988
-21,368
| -28% | -$1.32M | 0.41% | 10 |
|
|
2022
Q4 | $4.36M | Sell |
75,356
-102,570
| -58% | -$5.94M | 0.56% | 11 |
|
|
2022
Q3 | $9.06M | Buy |
177,926
+130,138
| +272% | +$6.63M | 1.15% | 9 |
|
|
2022
Q2 | $2.73M | Sell |
47,788
-5,294
| -10% | -$302K | 0.3% | 11 |
|
|
2022
Q1 | $3.53M | Sell |
53,082
-12,747
| -19% | -$849K | 0.34% | 12 |
|
|
2021
Q4 | $4.67M | Buy |
65,829
+17,759
| +37% | +$1.26M | 0.43% | 11 |
|
|
2021
Q3 | $3.41M | Sell |
48,070
-264
| -0.5% | -$18.7K | 0.33% | 12 |
|
|
2021
Q2 | $3.54M | Sell |
48,334
-4,458
| -8% | -$327K | 0.34% | 13 |
|
|
2021
Q1 | $3.71M | Sell |
52,792
-2,537
| -5% | -$178K | 0.37% | 12 |
|
|
2020
Q4 | $3.72M | Buy |
55,329
+3,037
| +6% | +$204K | 0.39% | 12 |
|
|
2020
Q3 | $3.05M | Buy |
52,292
+1,331
| +3% | +$77.7K | 0.35% | 13 |
|
|
2020
Q2 | $2.78M | Buy |
50,961
+18,629
| +58% | +$1.02M | 0.34% | 13 |
|
|
2020
Q1 | $1.52M | Sell |
32,332
-87,903
| -73% | -$4.13M | 0.2% | 19 |
|
|
2019
Q4 | $7.44M | Sell |
120,235
-3,965
| -3% | -$245K | 0.89% | 8 |
|
|
2019
Q3 | $7.17M | Sell |
124,200
-8,070
| -6% | -$466K | 0.88% | 8 |
|
|
2019
Q2 | $7.76M | Buy |
132,270
+1,026
| +0.8% | +$60.2K | 1.07% | 8 |
|
|
2019
Q1 | $7.62M | Sell |
131,244
-13,879
| -10% | -$806K | 1.09% | 8 |
|
|
2018
Q4 | $7.62M | Buy |
145,123
+143,579
| +9,299% | +$7.54M | 1.18% | 8 |
|
|
2018
Q3 | $93K | Hold |
1,544
| – | – | 0.01% | 71 |
|
|
2018
Q2 | $93K | Hold |
1,544
| – | – | 0.01% | 68 |
|
|
2018
Q1 | $97K | Hold |
1,544
| – | – | 0.01% | 66 |
|
|
2017
Q4 | $97K | Hold |
1,544
| – | – | 0.01% | 66 |
|
|
2017
Q3 | $94K | Hold |
1,544
| – | – | 0.01% | 65 |
|
|
2017
Q2 | $89K | Sell |
1,544
-14,255
| -90% | -$822K | 0.01% | 66 |
|
|
2017
Q1 | $865K | Sell |
15,799
-560
| -3% | -$30.7K | 0.09% | 22 |
|
|
2016
Q4 | $826K | Buy |
16,359
+16,076
| +5,681% | +$812K | 0.1% | 22 |
|
|
2016
Q3 | $15K | Hold |
283
| – | – | ﹤0.01% | 111 |
|
|
2016
Q2 | $14K | Buy |
283
+118
| +72% | +$5.84K | ﹤0.01% | 111 |
|
|
2016
Q1 | $8K | Sell |
165
-24,992
| -99% | -$1.21M | ﹤0.01% | 139 |
|
|
2015
Q4 | $1.25M | Buy |
+25,157
| New | +$1.25M | 0.15% | 16 |
|