TrueWealth LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $167K | Hold |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $145K | Hold |
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|
2018
Q4 | $130K | Hold |
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|
2018
Q3 | $150K | Hold |
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|
2018
Q2 | $142K | Hold |
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|
2018
Q1 | $141K | Hold |
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|
2017
Q4 | $147K | Buy |
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