TrueWealth LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5.5M | Sell |
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2020
Q1 | $4.93M | Sell |
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|
2019
Q4 | $8.97M | Sell |
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|
2019
Q3 | $8.78M | Sell |
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|
2019
Q2 | $9.25M | Buy |
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|
2019
Q1 | $8.94M | Buy |
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|
2018
Q4 | $7.98M | Buy |
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|
2018
Q3 | $7.14M | Buy |
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|
2018
Q2 | $6.41M | Buy |
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|
2018
Q1 | $5.55M | Buy |
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|
2017
Q4 | $5.07M | Buy |
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