ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

WEALTHCARE CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001516450)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,142 Value ($000) $281 Avg Close — Range —
Q3 2025
Shares 1,122 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 1,150 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 1,151 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 3,418 Value ($000) $755 Avg Close — Range —
Q3 2024
Shares 1,111 Value ($000) $245 Avg Close — Range —
Q2 2024
Shares 1,112 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 1,113 Value ($000) $234 Avg Close — Range —
Q4 2023
Shares 1,527 Value ($000) $306 Avg Close — Range —
Q3 2023
Shares 1,606 Value ($000) $284 Avg Close — Range —
Q2 2023
Shares 2,604 Value ($000) $488 Avg Close — Range —
Q1 2023
Shares 2,436 Value ($000) $435 Avg Close — Range —
Q4 2022
Shares 1,779 Value ($000) $310 Avg Close — Range —
Q3 2022
Shares 1,779 Value ($000) $293 Avg Close — Range —
Q2 2022
Shares 1,779 Value ($000) $301 Avg Close — Range —
Q1 2022
Shares 1,779 Value ($000) $365 Avg Close — Range —
Q4 2021
Shares 3,056 Value ($000) $680 Avg Close — Range —
Q3 2021
Shares 3,060 Value ($000) $669 Avg Close — Range —
Q2 2021
Shares 3,266 Value ($000) $749 Avg Close — Range —
Q1 2021
Shares 3,914 Value ($000) $865 Avg Close — Range —
Q4 2020
Shares 3,975 Value ($000) $779 Avg Close — Range —
Q3 2020
Shares 4,146 Value ($000) $621 Avg Close — Range —
Q2 2020
Shares 4,146 Value ($000) $594 Avg Close — Range —
Q1 2020
Shares 4,442 Value ($000) $508 Avg Close — Range —
Q4 2019
Shares 3,594 Value ($000) $595 Avg Close — Range —
Q3 2019
Shares 3,681 Value ($000) $557 Avg Close — Range —
Q2 2019
Shares 3,716 Value ($000) $578 Avg Close — Range —
Q1 2019
Shares 4,017 Value ($000) $615 Avg Close — Range —
Q4 2018
Shares 6,372 Value ($000) $853 Avg Close — Range —
Q3 2018
Shares 5,706 Value ($000) $962 Avg Close — Range —
Q2 2018
Shares 5,653 Value ($000) $926 Avg Close — Range —
Q1 2018
Shares 5,547 Value ($000) $842 Avg Close — Range —
Q4 2017
Shares 6,162 Value ($000) $939 Avg Close — Range —
Q3 2017
Shares 6,508 Value ($000) $964 Avg Close — Range —
Q2 2017
Shares 6,643 Value ($000) $936 Avg Close — Range —
Q1 2017
Shares 6,471 Value ($000) $890 Avg Close — Range —
Q4 2016
Shares 6,481 Value ($000) $874 Avg Close — Range —
Q3 2016
Shares 7,855 Value ($000) $976 Avg Close — Range —
Q2 2016
Shares 7,744 Value ($000) $890 Avg Close — Range —
Q1 2016
Shares 7,384 Value ($000) $817 Avg Close — Range —
Q4 2015
Shares 7,391 Value ($000) $832 Avg Close — Range —
Q3 2015
Shares 7,111 Value ($000) $777 Avg Close — Range —
Q2 2015
Shares 7,080 Value ($000) $884 Avg Close — Range —
Q1 2015
Shares 9,811 Value ($000) $1,220 Avg Close — Range —
Q4 2014
Shares 6,296 Value ($000) $753 Avg Close — Range —
Q3 2014
Shares 6,252 Value ($000) $684 Avg Close — Range —
Q2 2014
Shares 6,252 Value ($000) $743 Avg Close — Range —
Q1 2014
Shares 6,799 Value ($000) $791 Avg Close — Range —
Q4 2013
Shares 7,414 Value ($000) $855 Avg Close — Range —
Q3 2013
Shares 7,689 Value ($000) $820 Avg Close — Range —
Q2 2013
Shares 7,514 Value ($000) $729 Avg Close — Range —