TrueWealth LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TrueWealth LLC’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$170K	Buy	2,156 +100	+5%	+$7.25K	0.07%	149
2020 Q1	$125K	Hold	2,056	–	–	0.06%	168
2019 Q4	$157K	Hold	2,056	–	–	0.06%	163
2019 Q3	$145K	Hold	2,056	–	–	0.06%	163
2019 Q2	$147K	Hold	2,056	–	–	0.07%	161
2019 Q1	$139K	Hold	2,056	–	–	0.06%	166
2018 Q4	$117K	Sell	2,056 -120	-6%	-$7.3K	0.06%	176
2018 Q3	$148K	Buy	2,176 +96	+5%	+$6.38K	0.07%	162
2018 Q2	$132K	Sell	2,080 -356	-15%	-$22.4K	0.06%	171
2018 Q1	$150K	Hold	2,436	–	–	0.08%	152
2017 Q4	$147K	Buy	+2,436	New	+$143K	0.07%	168

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TrueWealth LLC's IWP Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.9% in Q2 2020, buying an estimated $7.25K and bringing the position to 2,156 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #149.

TrueWealth LLC first reported a position in IWP in Q4 2017 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

TrueWealth LLC held 2,156 shares of iShares Russell Mid-Cap Growth ETF worth $170K as of Q2 2020.
TrueWealth LLC bought 100 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $7.25K.
iShares Russell Mid-Cap Growth ETF made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #149 holding.
TrueWealth LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 11 quarters since.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

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