TrueWealth LLC’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.25M | Sell |
8,709
-2,088
| -19% | -$299K | 0.52% | 33 |
|
|
2020
Q1 | $1.24M | Sell |
10,797
-4,785
| -31% | -$548K | 0.6% | 31 |
|
|
2019
Q4 | $2.58M | Sell |
15,582
-470
| -3% | -$77.9K | 1.05% | 17 |
|
|
2019
Q3 | $2.43M | Buy |
+16,052
| New | +$2.43M | 1.05% | 17 |
|
|
2019
Q2 | – | Hold |
0
| – | -$2.18M | – | 16 |
|
|
2019
Q1 | – | Hold |
0
| – | -$1.89M | – | 18 |
|
|
2018
Q4 | – | Hold |
0
| – | -$2.21M | – | 17 |
|
|
2018
Q3 | – | Hold |
0
| – | -$2.16M | – | 15 |
|
|
2018
Q2 | – | Hold |
0
| – | -$1.99M | – | 14 |
|
|
2018
Q1 | – | Hold |
0
| – | -$1.97M | – | 13 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 16 |
|