TrueWealth LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.02M | Buy |
5,317
+1,150
| +28% | +$221K | 0.43% | 39 |
|
|
2020
Q1 | $628K | Buy |
4,167
+1,499
| +56% | +$226K | 0.31% | 55 |
|
|
2019
Q4 | $469K | Hold |
2,668
| – | – | 0.19% | 79 |
|
|
2019
Q3 | $426K | Hold |
2,668
| – | – | 0.18% | 80 |
|
|
2019
Q2 | $420K | Hold |
2,668
| – | – | 0.19% | 82 |
|
|
2019
Q1 | $404K | Buy |
2,668
+290
| +12% | +$43.9K | 0.19% | 81 |
|
|
2018
Q4 | $311K | Hold |
2,378
| – | – | 0.16% | 93 |
|
|
2018
Q3 | $371K | Sell |
2,378
-35
| -1% | -$5.46K | 0.17% | 92 |
|
|
2018
Q2 | $347K | Buy |
2,413
+340
| +16% | +$48.9K | 0.17% | 92 |
|
|
2018
Q1 | $282K | Buy |
+2,073
| New | +$282K | 0.14% | 101 |
|