Buckingham Strategic Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$17M	Sell	97,675 -2,285	-2%	-$400K	0.18%	70
2024 Q1	$17.9M	Buy	99,960 +8,798	+10%	+$1.49M	0.19%	68
2023 Q4	$15.1M	Buy	91,162 +12,211	+15%	+$1.89M	0.18%	70
2023 Q3	$12M	Buy	78,951 +2,708	+4%	+$430K	0.17%	75
2023 Q2	$12M	Sell	76,243 -1,924	-2%	-$294K	0.17%	71
2023 Q1	$11.9M	Hold	78,167	–	–	0.22%	59
2022 Q4	$11.9M	Buy	78,167 +2,431	+3%	+$364K	0.22%	59
2022 Q3	$10.3M	Buy	75,736 +1,085	+1%	+$163K	0.21%	58
2022 Q2	$10.8M	Buy	74,651 +3,628	+5%	+$568K	0.21%	56
2022 Q1	$11.8M	Buy	71,023 +3,097	+5%	+$509K	0.23%	55
2021 Q4	$11.4M	Buy	67,926 +6,980	+11%	+$1.14M	0.22%	56
2021 Q3	$9.54M	Buy	60,946 +7,188	+13%	+$1.15M	0.2%	58
2021 Q2	$8.53M	Sell	53,758 -6,324	-11%	-$1M	0.21%	60
2021 Q1	$9.11M	Sell	60,082 -589	-1%	-$85.2K	0.45%	46
2020 Q4	$8.3M	Buy	60,671 +19,813	+48%	+$2.54M	0.44%	50
2020 Q3	$4.83M	Sell	40,858 -2,775	-6%	-$329K	0.37%	55
2020 Q2	$4.91M	Sell	43,633 -18,972	-30%	-$2.09M	0.47%	46
2020 Q1	$6.21M	Buy	62,605 +11,215	+22%	+$1.4M	0.6%	35
2019 Q4	$7.01M	Sell	51,390 -99	-0.2%	-$13K	0.67%	32
2019 Q3	$6.6M	Sell	51,489 -5,590	-10%	-$710K	0.72%	28
2019 Q2	$7.26M	Sell	57,079 -17,054	-23%	-$2.13M	0.79%	25
2019 Q1	$9.15M	Buy	74,133 +4,840	+7%	+$582K	1.15%	20
2018 Q4	$7.7M	Sell	69,293 -1,429	-2%	-$171K	1.17%	20
2018 Q3	$8.96M	Sell	70,722 -1,493	-2%	-$188K	1.37%	16
2018 Q2	$8.77M	Buy	72,215 +2,175	+3%	+$264K	1.42%	16
2018 Q1	$8.4M	Buy	70,040 +53,828	+332%	+$6.71M	1.64%	13
2017 Q4	$2.02M	Sell	16,212 -771	-5%	-$93.4K	0.42%	54
2017 Q3	$2.01M	Buy	16,983 +6	+0%	+$699	0.48%	46
2017 Q2	$1.98M	Buy	16,977 +1,682	+11%	+$194K	0.46%	50
2017 Q1	$1.76M	Sell	15,295 -246	-2%	-$28.2K	0.51%	42
2016 Q4	$1.74M	Sell	15,541 -500	-3%	-$54.1K	0.56%	39
2016 Q3	$1.69M	Sell	16,041 -1,853	-10%	-$195K	0.57%	38
2016 Q2	$1.85M	Sell	17,894 -3,454	-16%	-$349K	0.63%	33
2016 Q1	$2.11M	Buy	21,348 +7,008	+49%	+$657K	0.7%	29
2015 Q4	$1.4M	Sell	14,340 -536	-4%	-$53.2K	0.47%	38
2015 Q3	$1.39M	Buy	14,876 +221	+2%	+$21.9K	0.49%	40
2015 Q2	$1.51M	Buy	14,655 +3,407	+30%	+$357K	0.5%	41
2015 Q1	$1.16M	Sell	11,248 -3,447	-23%	-$357K	0.44%	46
2014 Q4	$1.53M	Buy	14,695 +3,328	+29%	+$339K	0.59%	34
2014 Q3	$1.14M	Hold	11,367	–	–	0.47%	45
2014 Q2	$1.15M	Buy	11,367 +6,112	+116%	+$599K	0.5%	39
2014 Q1	$507K	Buy	5,255 +338	+7%	+$31.7K	0.23%	69
2013 Q4	$463K	Hold	4,917	–	–	0.22%	78
2013 Q3	$424K	Buy	4,917 +201	+4%	+$17.4K	0.22%	74
2013 Q2	$395K	Buy	+4,716	New	+$393K	0.22%	74

Other funds holding IWD

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Buckingham Strategic Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2024, selling an estimated $400K and leaving 97,675 shares worth $17M. The position accounts for 0.18% of the portfolio, ranked #70.

Buckingham Strategic Wealth first reported a position in IWD in Q2 2013 and has held it in 45 quarters since. The position peaked at $17.9M in Q1 2024. 1,519 funds tracked by Wall St. Rank hold IWD as of Q2 2024.

Buckingham Strategic Wealth held 97,675 shares of iShares Russell 1000 Value ETF worth $17M as of Q2 2024.
Buckingham Strategic Wealth sold 2,285 iShares Russell 1000 Value ETF shares in Q2 2024, an estimated $400K.
iShares Russell 1000 Value ETF made up 0.18% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #70 holding.
Buckingham Strategic Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 45 quarters since.
Buckingham Strategic Wealth's iShares Russell 1000 Value ETF position peaked at $17.9M in Q1 2024.
1,519 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2024.

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