Buckingham Strategic Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Buckingham Strategic Wealth’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$688K	Buy	7,810 +131	+2%	+$11.6K	0.01%	404
2024 Q1	$701K	Sell	7,679 -337	-4%	-$28.1K	0.01%	399
2023 Q4	$635K	Sell	8,016 -417	-5%	-$30.6K	0.01%	401
2023 Q3	$609K	Sell	8,433 -140	-2%	-$10.6K	0.01%	382
2023 Q2	$643K	Sell	8,573 -258	-3%	-$18.4K	0.01%	368
2023 Q1	$603K	Hold	8,831	–	–	0.01%	343
2022 Q4	$603K	Sell	8,831 -146	-2%	-$10K	0.01%	345
2022 Q3	$566K	Sell	8,977 -253	-3%	-$17.5K	0.01%	341
2022 Q2	$588K	Buy	9,230 +55	+0.6%	+$3.86K	0.01%	340
2022 Q1	$709K	Sell	9,175 -1,294	-12%	-$100K	0.01%	301
2021 Q4	$893K	Sell	10,469 -1,110	-10%	-$93.1K	0.02%	272
2021 Q3	$917K	Sell	11,579 -470	-4%	-$38.2K	0.02%	266
2021 Q2	$975K	Buy	12,049 +11	+0.1%	+$883	0.02%	254
2021 Q1	$943K	Sell	12,038 -5,813	-33%	-$448K	0.05%	242
2020 Q4	$1.29M	Buy	17,851 +4,611	+35%	+$307K	0.07%	196
2020 Q3	$792K	Buy	13,240 +7,364	+125%	+$438K	0.06%	207
2020 Q2	$329K	Sell	5,876 -1,908	-25%	-$99.1K	0.03%	298
2020 Q1	$347K	Buy	7,784 +1,756	+29%	+$96.6K	0.03%	308
2019 Q4	$359K	Buy	6,028 +88	+1%	+$5.04K	0.03%	313
2019 Q3	$332K	Sell	5,940 -160	-3%	-$9K	0.04%	303
2019 Q2	$345K	Sell	6,100 -1,716	-22%	-$95.2K	0.04%	305
2019 Q1	$428K	Buy	7,816 +1,248	+19%	+$65.9K	0.05%	252
2018 Q4	$314K	Buy	6,568 +1,144	+21%	+$59.9K	0.05%	257
2018 Q3	$316K	Buy	5,424 +484	+10%	+$28.1K	0.05%	260
2018 Q2	$278K	Buy	4,940 +36	+0.7%	+$2.01K	0.05%	280
2018 Q1	$268K	Hold	4,904	–	–	0.05%	257
2017 Q4	$265K	Hold	4,904	–	–	0.06%	258
2017 Q3	$248K	Buy	4,904 +232	+5%	+$11.4K	0.06%	246
2017 Q2	$230K	Buy	+4,672	New	+$227K	0.05%	260

Other funds holding IJK

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

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's IJK Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2024, buying an estimated $11.6K and bringing the position to 7,810 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #404.

Buckingham Strategic Wealth first reported a position in IJK in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.29M in Q4 2020. 858 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

Buckingham Strategic Wealth held 7,810 shares of iShares S&P Mid-Cap 400 Growth ETF worth $688K as of Q2 2024.
Buckingham Strategic Wealth bought 131 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $11.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #404 holding.
Buckingham Strategic Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 29 quarters since.
Buckingham Strategic Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.29M in Q4 2020.
858 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.