TrueWealth LLC’s iShares US Technology ETF IYW Stock Holding History

TrueWealth LLC’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$171K	Buy	+2,540	New	+$153K	0.07%	146

Other funds holding IYW

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

TrueWealth LLC's IYW Position: Q2 2020 in Review

TrueWealth LLC opened a new position in iShares US Technology ETF (IYW) in Q2 2020: 2,540 shares worth $171K. The stake represents 0.07% of the portfolio and ranks #146 among its holdings.

473 funds tracked by Wall St. Rank hold IYW as of Q2 2020.

TrueWealth LLC held 2,540 shares of iShares US Technology ETF worth $171K as of Q2 2020.
iShares US Technology ETF was a new TrueWealth LLC position in Q2 2020.
iShares US Technology ETF made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #146 holding.
473 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2020.

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