TrueWealth LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

TrueWealth LLC’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$13K	Hold	202	–	–	0.01%	436
2020 Q1	$11K	Hold	202	–	–	0.01%	442
2019 Q4	$17K	Hold	202	–	–	0.01%	400
2019 Q3	$16K	Hold	202	–	–	0.01%	399
2019 Q2	$16K	Hold	202	–	–	0.01%	402
2019 Q1	$16K	Hold	202	–	–	0.01%	393
2018 Q4	$14K	Hold	202	–	–	0.01%	400
2018 Q3	$17K	Hold	202	–	–	0.01%	404
2018 Q2	$16K	Hold	202	–	–	0.01%	412
2018 Q1	$16K	Hold	202	–	–	0.01%	387
2017 Q4	$16K	Buy	+202	New	+$15.8K	0.01%	434

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's IJJ Position: Q2 2020 in Review

TrueWealth LLC held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2020 at 202 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #436.

TrueWealth LLC first reported a position in IJJ in Q4 2017 and has held it in 11 quarters since. The position peaked at $17K in Q4 2019. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

TrueWealth LLC held 202 shares of iShares S&P Mid-Cap 400 Value ETF worth $13K as of Q2 2020.
TrueWealth LLC left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2020.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #436 holding.
TrueWealth LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $17K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

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