TrueWealth LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$49K Hold
2020
Q1
$40K Hold
2019
Q4
$65K Hold
2019
Q3
$61K Hold
2019
Q2
$60K Sell
2019
Q1
$60K Buy
2018
Q4
$53K Hold
2018
Q3
$67K Hold
2018
Q2
$66K Sell
2018
Q1
$75K Hold
2017
Q4
$76K Buy