TrueWealth LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$33K Hold
2020
Q1
$28K Hold
2019
Q4
$41K Hold
2019
Q3
$39K Hold
2019
Q2
$39K Hold
2019
Q1
$38K Hold
2018
Q4
$33K Hold
2018
Q3
$39K Hold
2018
Q2
$38K Sell
2018
Q1
$56K Hold
2017
Q4
$58K Buy