TrueWealth LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $219K | Hold |
4,092
| – | – | 0.09% | 118 |
|
|
2020
Q1 | $177K | Hold |
4,092
| – | – | 0.09% | 125 |
|
|
2019
Q4 | $244K | Hold |
4,092
| – | – | 0.1% | 121 |
|
|
2019
Q3 | $229K | Hold |
4,092
| – | – | 0.1% | 122 |
|
|
2019
Q2 | $229K | Hold |
4,092
| – | – | 0.1% | 125 |
|
|
2019
Q1 | $221K | Hold |
4,092
| – | – | 0.1% | 125 |
|
|
2018
Q4 | $190K | Hold |
4,092
| – | – | 0.1% | 130 |
|
|
2018
Q3 | $226K | Hold |
4,092
| – | – | 0.1% | 118 |
|
|
2018
Q2 | $217K | Buy |
4,092
+240
| +6% | +$12.7K | 0.1% | 121 |
|
|
2018
Q1 | $199K | Buy |
3,852
+100
| +3% | +$5.17K | 0.1% | 129 |
|
|
2017
Q4 | $195K | Buy |
+3,752
| New | +$195K | 0.09% | 137 |
|