Buckingham Capital Management (Ohio)’s iShares Russell 1000 ETF IWB Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-2,608	Closed	-$302K	–	172
2015 Q1	$302K	Sell	2,608 -506	-16%	-$58.4K	0.09%	162
2014 Q4	$357K	Sell	3,114 -185	-6%	-$20.7K	0.11%	146
2014 Q3	$362K	Sell	3,299 -725	-18%	-$80.1K	0.11%	147
2014 Q2	$443K	Sell	4,024 -479	-11%	-$51K	0.14%	139
2014 Q1	$472K	Sell	4,503 -1,015	-18%	-$104K	0.16%	137
2013 Q4	$569K	Sell	5,518 -60	-1%	-$5.94K	0.2%	123
2013 Q3	$528K	Sell	5,578 -1,685	-23%	-$157K	0.21%	121
2013 Q2	$653K	Buy	+7,263	New	+$650K	0.27%	107

Other funds holding IWB

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return