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

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWMT

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

JMPWA

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

Buckingham Capital Management (Ohio)'s IWB Position: Q2 2015 in Review

Buckingham Capital Management (Ohio) sold out of iShares Russell 1000 ETF (IWB) in Q2 2015, closing a stake of 2,608 shares — an estimated $302K sold.

Buckingham Capital Management (Ohio) first reported a position in IWB in Q2 2013 and held it in 8 quarters. The position peaked at $653K in Q2 2013. 378 funds tracked by Wall St. Rank hold IWB as of Q2 2015.

Buckingham Capital Management (Ohio) reported no remaining iShares Russell 1000 ETF position as of Q2 2015 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 2,608 iShares Russell 1000 ETF shares in Q2 2015, an estimated $302K.
Buckingham Capital Management (Ohio) first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 8 quarters.
Buckingham Capital Management (Ohio)'s iShares Russell 1000 ETF position peaked at $653K in Q2 2013.
378 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2015.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2015, filed 11 Aug 2015.