TrueWealth LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.33M | Sell |
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2020
Q1 | $1.92M | Sell |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $2.55M | Buy |
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|
2019
Q2 | $2.47M | Sell |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $1.95M | Sell |
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|
2018
Q3 | $2.31M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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2018
Q1 | $2.08M | Buy |
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|
2017
Q4 | $2.07M | Buy |
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