TrueWealth LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$131K Buy
2020
Q1
$92K Hold
2019
Q4
$144K Buy
2019
Q3
$133K Hold
2019
Q2
$134K Buy
2019
Q1
$133K Buy
2018
Q4
$119K Sell
2018
Q3
$202K Buy
2018
Q2
$200K Buy
2018
Q1
$67K Buy
2017
Q4
$69K Buy