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Buckingham Strategic Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Buckingham Strategic Wealth’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$6.96M Sell
65,253
-1,698
-3% -$182K 0.07% 120
2024
Q1 		$7.4M Buy
66,951
+2,620
+4% +$278K 0.08% 114
2023
Q4 		$6.96M Sell
64,331
-5,510
-8% -$531K 0.08% 116
2023
Q3 		$6.59M Buy
69,841
+1,150
+2% +$115K 0.09% 110
2023
Q2 		$6.85M Buy
68,691
+4,502
+7% +$429K 0.1% 107
2023
Q1 		$6.07M Hold
64,189
– – 0.11% 101
2022
Q4 		$6.07M Sell
64,189
-3,625
-5% -$348K 0.11% 101
2022
Q3 		$5.91M Buy
67,814
+3,546
+6% +$344K 0.12% 92
2022
Q2 		$5.94M Buy
64,268
+16,898
+36% +$1.68M 0.12% 94
2022
Q1 		$5.11M Buy
47,370
+7,915
+20% +$854K 0.1% 105
2021
Q4 		$4.52M Sell
39,455
-1,062
-3% -$121K 0.09% 112
2021
Q3 		$4.42M Buy
40,517
+1,591
+4% +$175K 0.09% 116
2021
Q2 		$4.4M Sell
38,926
-2,776
-7% -$310K 0.11% 111
2021
Q1 		$4.53M Buy
41,702
+3,776
+10% +$395K 0.22% 96
2020
Q4 		$3.48M Sell
37,926
-55
-0.1% -$4.52K 0.18% 104
2020
Q3 		$2.67M Sell
37,981
-1,141
-3% -$81.8K 0.2% 92
2020
Q2 		$2.67M Sell
39,122
-5,324
-12% -$336K 0.25% 80
2020
Q1 		$2.49M Sell
44,446
-6,059
-12% -$451K 0.24% 79
2019
Q4 		$4.24M Sell
50,505
-245
-0.5% -$19.7K 0.41% 57
2019
Q3 		$3.95M Sell
50,750
-5,015
-9% -$388K 0.43% 56
2019
Q2 		$4.37M Sell
55,765
-22,993
-29% -$1.78M 0.47% 51
2019
Q1 		$6.08M Buy
78,758
+27,657
+54% +$2.12M 0.77% 28
2018
Q4 		$3.54M Buy
51,101
+30,574
+149% +$2.36M 0.54% 41
2018
Q3 		$1.79M Sell
20,527
-2,791
-12% -$245K 0.27% 79
2018
Q2 		$1.95M Buy
23,318
+7,675
+49% +$625K 0.31% 69
2018
Q1 		$1.21M Buy
15,643
+2,873
+22% +$224K 0.23% 93
2017
Q4 		$981K Sell
12,770
-61
-0.5% -$4.6K 0.2% 106
2017
Q3 		$952K Buy
12,831
+1,244
+11% +$87.2K 0.23% 101
2017
Q2 		$812K Buy
11,587
+2,468
+27% +$171K 0.19% 109
2017
Q1 		$631K Sell
9,119
-699
-7% -$48.2K 0.18% 111
2016
Q4 		$675K Buy
9,818
+1,378
+16% +$88.9K 0.22% 93
2016
Q3 		$524K Buy
8,440
+998
+13% +$61K 0.18% 108
2016
Q2 		$432K Sell
7,442
-90
-1% -$5.13K 0.15% 120
2016
Q1 		$424K Sell
7,532
-524
-7% -$27.4K 0.14% 118
2015
Q4 		$444K Hold
8,056
– – 0.15% 110
2015
Q3 		$429K Sell
8,056
-3,528
-30% -$200K 0.15% 108
2015
Q2 		$683K Buy
11,584
+3,960
+52% +$234K 0.22% 87
2015
Q1 		$450K Sell
7,624
-414
-5% -$23.7K 0.17% 107
2014
Q4 		$458K Hold
8,038
– – 0.18% 99
2014
Q3 		$419K Buy
8,038
+122
+2% +$6.64K 0.17% 96
2014
Q2 		$444K Hold
7,916
– – 0.19% 87
2014
Q1 		$436K Buy
7,916
+1,060
+15% +$57.3K 0.2% 77
2013
Q4 		$374K Buy
+6,856
New +$358K 0.18% 88

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2024, selling an estimated $182K and leaving 65,253 shares worth $6.96M. The position accounts for 0.07% of the portfolio, ranked #120.

Buckingham Strategic Wealth first reported a position in IJR in Q4 2013 and has held it in 43 quarters since. The position peaked at $7.4M in Q1 2024. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Buckingham Strategic Wealth held 65,253 shares of iShares Core S&P Small-Cap ETF worth $6.96M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,698 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $182K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #120 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 43 quarters since.
  • Buckingham Strategic Wealth's iShares Core S&P Small-Cap ETF position peaked at $7.4M in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

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