Buckingham Capital Management (Ohio)’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,886	Closed	-$235K	–	173
2015 Q1	$235K	Sell	1,886 -1,510	-44%	-$182K	0.07%	171
2014 Q4	$406K	Sell	3,396 -1,090	-24%	-$125K	0.12%	142
2014 Q3	$491K	Sell	4,486 -495	-10%	-$56.6K	0.15%	128
2014 Q2	$592K	Sell	4,981 -300	-6%	-$34.1K	0.19%	125
2014 Q1	$614K	Sell	5,281 -415	-7%	-$47.9K	0.21%	123
2013 Q4	$657K	Sell	5,696 -310	-5%	-$34.2K	0.23%	114
2013 Q3	$640K	Sell	6,006 -565	-9%	-$58.5K	0.26%	113
2013 Q2	$637K	Buy	+6,571	New	+$628K	0.26%	110

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIT

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Buckingham Capital Management (Ohio) sold out of iShares Russell 2000 ETF (IWM) in Q2 2015, closing a stake of 1,886 shares — an estimated $235K sold.

Buckingham Capital Management (Ohio) first reported a position in IWM in Q2 2013 and held it in 8 quarters. The position peaked at $657K in Q4 2013. 872 funds tracked by Wall St. Rank hold IWM as of Q2 2015.

Buckingham Capital Management (Ohio) reported no remaining iShares Russell 2000 ETF position as of Q2 2015 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 1,886 iShares Russell 2000 ETF shares in Q2 2015, an estimated $235K.
Buckingham Capital Management (Ohio) first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 8 quarters.
Buckingham Capital Management (Ohio)'s iShares Russell 2000 ETF position peaked at $657K in Q4 2013.
872 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2015.

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