TrueWealth LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TrueWealth LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1.02M	Buy	21,268 +4,600	+28%	+$203K	0.43%	39
2020 Q1	$628K	Buy	16,668 +5,996	+56%	+$258K	0.31%	55
2019 Q4	$469K	Hold	10,672	–	–	0.19%	79
2019 Q3	$426K	Hold	10,672	–	–	0.18%	80
2019 Q2	$420K	Hold	10,672	–	–	0.19%	82
2019 Q1	$404K	Buy	10,672 +1,160	+12%	+$41.7K	0.19%	81
2018 Q4	$311K	Hold	9,512	–	–	0.16%	93
2018 Q3	$371K	Sell	9,512 -140	-1%	-$5.3K	0.17%	92
2018 Q2	$347K	Buy	9,652 +1,360	+16%	+$48K	0.17%	92
2018 Q1	$282K	Buy	+8,292	New	+$291K	0.14%	101

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

TrueWealth LLC's IWF Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 28% in Q2 2020, buying an estimated $203K and bringing the position to 21,268 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #39.

TrueWealth LLC first reported a position in IWF in Q1 2018 and has held it in 10 quarters since. 1,293 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

TrueWealth LLC held 21,268 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q2 2020.
TrueWealth LLC bought 4,600 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $203K.
iShares Russell 1000 Growth ETF made up 0.43% of TrueWealth LLC's portfolio in Q2 2020, its #39 holding.
TrueWealth LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 10 quarters since.
1,293 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

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