TrueWealth LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $33K | Hold |
434
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $28K | Hold |
434
| – | – | 0.01% | 315 |
|
|
2019
Q4 | $41K | Hold |
434
| – | – | 0.02% | 293 |
|
|
2019
Q3 | $39K | Hold |
434
| – | – | 0.02% | 289 |
|
|
2019
Q2 | $39K | Hold |
434
| – | – | 0.02% | 294 |
|
|
2019
Q1 | $38K | Hold |
434
| – | – | 0.02% | 293 |
|
|
2018
Q4 | $33K | Hold |
434
| – | – | 0.02% | 295 |
|
|
2018
Q3 | $39K | Hold |
434
| – | – | 0.02% | 303 |
|
|
2018
Q2 | $38K | Sell |
434
-217
| -33% | -$19K | 0.02% | 295 |
|
|
2018
Q1 | $56K | Hold |
651
| – | – | 0.03% | 247 |
|
|
2017
Q4 | $58K | Buy |
+651
| New | +$58K | 0.03% | 268 |
|