TrueWealth LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $177K | Hold |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $229K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $190K | Hold |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | $199K | Buy |
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|
2017
Q4 | $195K | Buy |
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