TrueWealth LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

TrueWealth LLC’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$32K	Hold	624	–	–	0.01%	325
2020 Q1	$26K	Buy	624 +472	+311%	+$22.3K	0.01%	328
2019 Q4	$7K	Hold	152	–	–	﹤0.01%	518
2019 Q3	$7K	Hold	152	–	–	﹤0.01%	507
2019 Q2	$7K	Hold	152	–	–	﹤0.01%	515
2019 Q1	$7K	Hold	152	–	–	﹤0.01%	518
2018 Q4	$6K	Hold	152	–	–	﹤0.01%	516
2018 Q3	$7K	Buy	+152	New	+$6.53K	﹤0.01%	550

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrueWealth LLC's IVW Position: Q2 2020 in Review

TrueWealth LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2020 at 624 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #325.

TrueWealth LLC first reported a position in IVW in Q3 2018 and has held it in 8 quarters since. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

TrueWealth LLC held 624 shares of iShares S&P 500 Growth ETF worth $32K as of Q2 2020.
TrueWealth LLC left its iShares S&P 500 Growth ETF share count unchanged in Q2 2020.
iShares S&P 500 Growth ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #325 holding.
TrueWealth LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 8 quarters since.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

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