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Buckingham Strategic Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Buckingham Strategic Wealth’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$555K Buy
6,813
+99
+1% +$7.58K 0.01% 442
2024
Q1 		$507K Buy
6,714
+14
+0.2% +$1.01K 0.01% 456
2023
Q4 		$454K Hold
6,700
– – 0.01% 462
2023
Q3 		$400K Hold
6,700
– – 0.01% 468
2023
Q2 		$418K Hold
6,700
– – 0.01% 465
2023
Q1 		$326K Hold
6,700
– – 0.01% 467
2022
Q4 		$326K Hold
6,700
– – 0.01% 469
2022
Q3 		$323K Hold
6,700
– – 0.01% 451
2022
Q2 		$336K Sell
6,700
-886
-12% -$49.1K 0.01% 446
2022
Q1 		$493K Hold
7,586
– – 0.01% 373
2021
Q4 		$545K Sell
7,586
-894
-11% -$62.9K 0.01% 352
2021
Q3 		$556K Hold
8,480
– – 0.01% 340
2021
Q2 		$549K Hold
8,480
– – 0.01% 330
2021
Q1 		$489K Hold
8,480
– – 0.02% 334
2020
Q4 		$492K Hold
8,480
– – 0.03% 319
2020
Q3 		$454K Hold
8,480
– – 0.03% 278
2020
Q2 		$398K Hold
8,480
– – 0.04% 261
2020
Q1 		$315K Hold
8,480
– – 0.03% 335
2019
Q4 		$356K Sell
8,480
-1,075
-11% -$42.7K 0.03% 316
2019
Q3 		$366K Hold
9,555
– – 0.04% 286
2019
Q2 		$367K Sell
9,555
-185
-2% -$6.91K 0.04% 293
2019
Q1 		$356K Buy
+9,740
New +$339K 0.04% 284

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its iShares Morningstar Growth ETF (ILCG) stake by 1.5% in Q2 2024, buying an estimated $7.58K and bringing the position to 6,813 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #442.

Buckingham Strategic Wealth first reported a position in ILCG in Q1 2019 and has held it in 22 quarters since. The position peaked at $556K in Q3 2021. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • Buckingham Strategic Wealth held 6,813 shares of iShares Morningstar Growth ETF worth $555K as of Q2 2024.
  • Buckingham Strategic Wealth bought 99 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $7.58K.
  • iShares Morningstar Growth ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #442 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Morningstar Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • Buckingham Strategic Wealth's iShares Morningstar Growth ETF position peaked at $556K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

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