TrueWealth LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$156K Buy
2020
Q1
$47K Hold
2019
Q4
$57K Hold
2019
Q3
$53K Hold
2019
Q2
$54K Sell
2019
Q1
$61K Hold
2018
Q4
$50K Hold
2018
Q3
$61K Hold
2018
Q2
$56K Hold
2018
Q1
$54K Hold
2017
Q4
$52K Buy