TrueWealth LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.33M | Sell |
13,576
-21
| -0.2% | -$3.61K | 0.98% | 15 |
|
|
2020
Q1 | $1.92M | Sell |
13,597
-1,093
| -7% | -$155K | 0.94% | 18 |
|
|
2019
Q4 | $2.62M | Sell |
14,690
-826
| -5% | -$147K | 1.06% | 16 |
|
|
2019
Q3 | $2.55M | Buy |
15,516
+346
| +2% | +$56.9K | 1.1% | 15 |
|
|
2019
Q2 | $2.47M | Sell |
15,170
-156
| -1% | -$25.4K | 1.1% | 14 |
|
|
2019
Q1 | $2.41M | Buy |
15,326
+1,304
| +9% | +$205K | 1.12% | 15 |
|
|
2018
Q4 | $1.95M | Sell |
14,022
-275
| -2% | -$38.1K | 0.98% | 16 |
|
|
2018
Q3 | $2.31M | Buy |
14,297
+106
| +0.7% | +$17.1K | 1.06% | 14 |
|
|
2018
Q2 | $2.16M | Buy |
14,191
+63
| +0.4% | +$9.58K | 1.03% | 13 |
|
|
2018
Q1 | $2.08M | Buy |
14,128
+201
| +1% | +$29.5K | 1.05% | 12 |
|
|
2017
Q4 | $2.07M | Buy |
+13,927
| New | +$2.07M | 0.97% | 13 |
|