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

TrueWealth LLC’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$8K	Hold	96	–	–	﹤0.01%	502
2020 Q1	$7K	Hold	96	–	–	﹤0.01%	499
2019 Q4	$9K	Hold	96	–	–	﹤0.01%	473
2019 Q3	$9K	Hold	96	–	–	﹤0.01%	467
2019 Q2	$9K	Hold	96	–	–	﹤0.01%	470
2019 Q1	$9K	Hold	96	–	–	﹤0.01%	476
2018 Q4	$8K	Sell	96 -140	-59%	-$12.5K	﹤0.01%	468
2018 Q3	$24K	Hold	236	–	–	0.01%	365
2018 Q2	$22K	Buy	+236	New	+$21.7K	0.01%	373

Other funds holding IJT

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrueWealth LLC's IJT Position: Q2 2020 in Review

TrueWealth LLC held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2020 at 96 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

TrueWealth LLC first reported a position in IJT in Q2 2018 and has held it in 9 quarters since. The position peaked at $24K in Q3 2018. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

TrueWealth LLC held 96 shares of iShares S&P Small-Cap 600 Growth ETF worth $8K as of Q2 2020.
TrueWealth LLC left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2020.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #502 holding.
TrueWealth LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2018 and has held it in 9 quarters since.
TrueWealth LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $24K in Q3 2018.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

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