TrueWealth LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.25M Sell
2020
Q1
$1.24M Sell
2019
Q4
$2.58M Sell
2019
Q3
$2.43M Buy
2019
Q2
Hold
2019
Q1
Hold
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Hold
2018
Q1
Hold
2017
Q4
Hold