Buckingham Strategic Wealth’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,056	Closed	-$200K	–	560
2020 Q4	$200K	Buy	+4,056	New	+$182K	0.01%	510
2019 Q4	–	Sell	-5,096	Closed	-$223K	–	471
2019 Q3	$223K	Hold	5,096	–	–	0.02%	382
2019 Q2	$222K	Sell	5,096 -656	-11%	-$28.1K	0.02%	398
2019 Q1	$243K	Buy	+5,752	New	+$238K	0.03%	349

Other funds holding ISCB

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Buckingham Strategic Wealth's ISCB Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2021, closing a stake of 4,056 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in ISCB in Q1 2019 and held it in 4 quarters. The position peaked at $243K in Q1 2019. 53 funds tracked by Wall St. Rank hold ISCB as of Q1 2021.

Buckingham Strategic Wealth reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,056 iShares Morningstar Small-Cap ETF shares in Q1 2021, an estimated $200K.
Buckingham Strategic Wealth first reported a position in iShares Morningstar Small-Cap ETF in Q1 2019 and held it in 4 quarters.
Buckingham Strategic Wealth's iShares Morningstar Small-Cap ETF position peaked at $243K in Q1 2019.
53 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.