TrueWealth LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TrueWealth LLC’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$210K	Hold	5,900	–	–	0.09%	123
2020 Q1	$170K	Hold	5,900	–	–	0.08%	130
2019 Q4	$243K	Hold	5,900	–	–	0.1%	122
2019 Q3	$228K	Buy	+5,900	New	+$227K	0.1%	123
2019 Q2	–	Hold	0	–	–	–	119
2019 Q1	–	Hold	0	–	–	–	116
2018 Q4	–	Hold	0	–	–	–	119
2018 Q3	–	Hold	0	–	–	–	112
2018 Q2	–	Hold	0	–	–	–	115
2018 Q1	–	Hold	0	–	–	–	114
2017 Q4	–	Hold	0	–	–	–	118

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TrueWealth LLC's IJH Position: Q2 2020 in Review

TrueWealth LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2020 at 5,900 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #123.

TrueWealth LLC first reported a position in IJH in Q3 2019 and has held it in 4 quarters since. The position peaked at $243K in Q4 2019. 1,389 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

TrueWealth LLC held 5,900 shares of iShares Core S&P Mid-Cap ETF worth $210K as of Q2 2020.
TrueWealth LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2020.
iShares Core S&P Mid-Cap ETF made up 0.09% of TrueWealth LLC's portfolio in Q2 2020, its #123 holding.
TrueWealth LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 4 quarters since.
TrueWealth LLC's iShares Core S&P Mid-Cap ETF position peaked at $243K in Q4 2019.
1,389 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.