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TrueWealth LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TrueWealth LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$64K Buy
312
+1
+0.3% +$187 0.03% 244
2020
Q1 		$49K Hold
311
– – 0.02% 255
2019
Q4 		$67K Hold
311
– – 0.03% 239
2019
Q3 		$60K Buy
+311
New +$61.7K 0.03% 248
2019
Q2 		– Hold
0
– – – 243
2019
Q1 		– Hold
0
– – – 244
2018
Q4 		– Hold
0
– – – 260
2018
Q3 		– Hold
0
– – – 243
2018
Q2 		– Hold
0
– – – 245

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TrueWealth LLC's IWO Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.32% in Q2 2020, buying an estimated $187 and bringing the position to 312 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #244.

TrueWealth LLC first reported a position in IWO in Q3 2019 and has held it in 4 quarters since. The position peaked at $67K in Q4 2019. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • TrueWealth LLC held 312 shares of iShares Russell 2000 Growth ETF worth $64K as of Q2 2020.
  • TrueWealth LLC bought 1 iShares Russell 2000 Growth ETF share in Q2 2020, an estimated $187.
  • iShares Russell 2000 Growth ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #244 holding.
  • TrueWealth LLC first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 4 quarters since.
  • TrueWealth LLC's iShares Russell 2000 Growth ETF position peaked at $67K in Q4 2019.
  • 660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

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