TrueWealth LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $170K | Buy |
2,156
+100
| +5% | +$7.89K | 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% | -$6.83K | 0.06% | 176 |
|
|
2018
Q3 | $148K | Buy |
2,176
+96
| +5% | +$6.53K | 0.07% | 162 |
|
|
2018
Q2 | $132K | Sell |
2,080
-356
| -15% | -$22.6K | 0.06% | 171 |
|
|
2018
Q1 | $150K | Hold |
2,436
| – | – | 0.08% | 152 |
|
|
2017
Q4 | $147K | Buy |
+2,436
| New | +$147K | 0.07% | 168 |
|