TrueWealth LLC’s iShares US Industrials ETF IYJ Stock Holding History

TrueWealth LLC’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$60K	Hold	800	–	–	0.03%	254
2020 Q1	$50K	Hold	800	–	–	0.02%	253
2019 Q4	$67K	Hold	800	–	–	0.03%	240
2019 Q3	$64K	Hold	800	–	–	0.03%	238
2019 Q2	$63K	Hold	800	–	–	0.03%	244
2019 Q1	$61K	Hold	800	–	–	0.03%	245
2018 Q4	$51K	Hold	800	–	–	0.03%	249
2018 Q3	$62K	Hold	800	–	–	0.03%	244
2018 Q2	$57K	Hold	800	–	–	0.03%	251
2018 Q1	$58K	Hold	800	–	–	0.03%	242
2017 Q4	$59K	Buy	+800	New	+$57.1K	0.03%	265

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's IYJ Position: Q2 2020 in Review

TrueWealth LLC held its iShares US Industrials ETF (IYJ) position steady in Q2 2020 at 800 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #254.

TrueWealth LLC first reported a position in IYJ in Q4 2017 and has held it in 11 quarters since. The position peaked at $67K in Q4 2019. 173 funds tracked by Wall St. Rank hold IYJ as of Q2 2020.

TrueWealth LLC held 800 shares of iShares US Industrials ETF worth $60K as of Q2 2020.
TrueWealth LLC left its iShares US Industrials ETF share count unchanged in Q2 2020.
iShares US Industrials ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #254 holding.
TrueWealth LLC first reported a position in iShares US Industrials ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's iShares US Industrials ETF position peaked at $67K in Q4 2019.
173 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.