Buckingham Strategic Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$39.8M	Sell	436,248 -1,996	-0.5%	-$170K	0.41%	39
2024 Q1	$36.9M	Buy	438,244 +19,228	+5%	+$1.55M	0.39%	41
2023 Q4	$31.8M	Sell	419,016 -3,500	-0.8%	-$248K	0.38%	38
2023 Q3	$28.1M	Sell	422,516 -3,928	-0.9%	-$271K	0.4%	37
2023 Q2	$29.3M	Buy	426,444 +10,316	+2%	+$656K	0.42%	35
2023 Q1	$22.3M	Hold	416,128	–	–	0.41%	37
2022 Q4	$22.3M	Buy	416,128 +4,064	+1%	+$224K	0.41%	37
2022 Q3	$21.7M	Buy	412,064 +12,116	+3%	+$712K	0.44%	32
2022 Q2	$21.9M	Buy	399,948 +3,364	+0.8%	+$202K	0.43%	32
2022 Q1	$27.5M	Buy	396,584 +21,784	+6%	+$1.49M	0.54%	27
2021 Q4	$28.6M	Buy	374,800 +19,696	+6%	+$1.46M	0.55%	25
2021 Q3	$24.3M	Buy	355,104 +26,112	+8%	+$1.85M	0.5%	27
2021 Q2	$22.3M	Sell	328,992 -40,220	-11%	-$2.59M	0.54%	27
2021 Q1	$22.4M	Sell	369,212 -19,228	-5%	-$1.17M	1.11%	17
2020 Q4	$23.4M	Buy	388,440 +129,880	+50%	+$7.39M	1.23%	15
2020 Q3	$14M	Sell	258,560 -10,732	-4%	-$565K	1.07%	23
2020 Q2	$12.9M	Sell	269,292 -27,172	-9%	-$1.2M	1.23%	20
2020 Q1	$11.2M	Sell	296,464 -7,120	-2%	-$307K	1.08%	22
2019 Q4	$13.4M	Sell	303,584 -12,724	-4%	-$531K	1.28%	19
2019 Q3	$12.6M	Sell	316,308 -21,584	-6%	-$865K	1.37%	18
2019 Q2	$13.3M	Sell	337,892 -97,544	-22%	-$3.77M	1.44%	17
2019 Q1	$16.5M	Buy	435,436 +119,560	+38%	+$4.3M	2.08%	11
2018 Q4	$10.3M	Buy	315,876 +5,776	+2%	+$204K	1.58%	17
2018 Q3	$12.1M	Sell	310,100 -5,496	-2%	-$208K	1.86%	12
2018 Q2	$11.3M	Buy	315,596 +3,108	+1%	+$110K	1.84%	12
2018 Q1	$10.6M	Buy	312,488 +237,496	+317%	+$8.33M	2.07%	11
2017 Q4	$2.52M	Buy	74,992 +4	+0%	+$131	0.53%	42
2017 Q3	$2.35M	Sell	74,988 -1,000	-1%	-$30.6K	0.56%	37
2017 Q2	$2.26M	Buy	75,988 +14,992	+25%	+$440K	0.53%	40
2017 Q1	$1.74M	Sell	60,996 -112	-0.2%	-$3.11K	0.5%	43
2016 Q4	$1.6M	Buy	61,108 +2,760	+5%	+$71.6K	0.52%	45
2016 Q3	$1.52M	Sell	58,348 -3,396	-6%	-$88.3K	0.51%	41
2016 Q2	$1.55M	Buy	61,744 +26,576	+76%	+$664K	0.53%	40
2016 Q1	$877K	Sell	35,168 -416	-1%	-$9.83K	0.29%	68
2015 Q4	$885K	Sell	35,584 -2,524	-7%	-$63K	0.3%	60
2015 Q3	$886K	Buy	38,108 +868	+2%	+$21.4K	0.31%	61
2015 Q2	$922K	Sell	37,240 -10,108	-21%	-$254K	0.3%	63
2015 Q1	$1.17M	Sell	47,348 -15,036	-24%	-$367K	0.44%	45
2014 Q4	$1.49M	Buy	62,384 +15,144	+32%	+$354K	0.58%	37
2014 Q3	$1.08M	Hold	47,240	–	–	0.45%	47
2014 Q2	$1.07M	Buy	47,240 +28,320	+150%	+$621K	0.47%	44
2014 Q1	$409K	Sell	18,920 -5,964	-24%	-$128K	0.19%	82
2013 Q4	$535K	Sell	24,884 -2,812	-10%	-$57.7K	0.25%	67
2013 Q3	$541K	Buy	27,696 +2,280	+9%	+$43.6K	0.29%	62
2013 Q2	$462K	Buy	+25,416	New	+$466K	0.26%	66

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q2 2024, selling an estimated $170K and leaving 436,248 shares worth $39.8M. The position accounts for 0.41% of the portfolio, ranked #39.

Buckingham Strategic Wealth first reported a position in IWF in Q2 2013 and has held it in 45 quarters since. 2,030 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Buckingham Strategic Wealth held 436,248 shares of iShares Russell 1000 Growth ETF worth $39.8M as of Q2 2024.
Buckingham Strategic Wealth sold 1,996 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $170K.
iShares Russell 1000 Growth ETF made up 0.41% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #39 holding.
Buckingham Strategic Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 45 quarters since.
2,030 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

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