TrueWealth LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $139K | Hold |
2,652
| – | – | 0.06% | 169 |
|
|
2020
Q1 | $122K | Hold |
2,652
| – | – | 0.06% | 172 |
|
|
2019
Q4 | $167K | Hold |
2,652
| – | – | 0.07% | 155 |
|
|
2019
Q3 | $153K | Hold |
2,652
| – | – | 0.07% | 159 |
|
|
2019
Q2 | $150K | Hold |
2,652
| – | – | 0.07% | 157 |
|
|
2019
Q1 | $145K | Hold |
2,652
| – | – | 0.07% | 161 |
|
|
2018
Q4 | $130K | Hold |
2,652
| – | – | 0.07% | 162 |
|
|
2018
Q3 | $150K | Hold |
2,652
| – | – | 0.07% | 160 |
|
|
2018
Q2 | $142K | Hold |
2,652
| – | – | 0.07% | 159 |
|
|
2018
Q1 | $141K | Hold |
2,652
| – | – | 0.07% | 155 |
|
|
2017
Q4 | $147K | Buy |
+2,652
| New | +$147K | 0.07% | 167 |
|