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

TrueWealth LLC’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1.25M	Sell	8,709 -2,088	-19%	-$274K	0.52%	33
2020 Q1	$1.24M	Sell	10,797 -4,785	-31%	-$713K	0.6%	31
2019 Q4	$2.58M	Sell	15,582 -470	-3%	-$74.3K	1.05%	17
2019 Q3	$2.43M	Buy	+16,052	New	+$2.45M	1.05%	17
2019 Q2	–	Hold	0	–	–	–	16
2019 Q1	–	Hold	0	–	–	–	18
2018 Q4	–	Hold	0	–	–	–	17
2018 Q3	–	Hold	0	–	–	–	15
2018 Q2	–	Hold	0	–	–	–	14
2018 Q1	–	Hold	0	–	–	–	13
2017 Q4	–	Hold	0	–	–	–	16

Other funds holding IWM

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TrueWealth LLC's IWM Position: Q2 2020 in Review

TrueWealth LLC reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2020, selling an estimated $274K and leaving 8,709 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #33.

TrueWealth LLC first reported a position in IWM in Q3 2019 and has held it in 4 quarters since. The position peaked at $2.58M in Q4 2019. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

TrueWealth LLC held 8,709 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2020.
TrueWealth LLC sold 2,088 iShares Russell 2000 ETF shares in Q2 2020, an estimated $274K.
iShares Russell 2000 ETF made up 0.52% of TrueWealth LLC's portfolio in Q2 2020, its #33 holding.
TrueWealth LLC first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 4 quarters since.
TrueWealth LLC's iShares Russell 2000 ETF position peaked at $2.58M in Q4 2019.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

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