Buckingham Strategic Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $39.8M | Sell |
109,062
-499
| -0.5% | -$182K | 0.41% | 39 |
|
|
2024
Q1 | $36.9M | Buy |
109,561
+4,807
| +5% | +$1.62M | 0.39% | 41 |
|
|
2023
Q4 | $31.8M | Sell |
104,754
-875
| -0.8% | -$265K | 0.38% | 38 |
|
|
2023
Q3 | $28.1M | Sell |
105,629
-982
| -0.9% | -$261K | 0.4% | 37 |
|
|
2023
Q2 | $29.3M | Buy |
106,611
+2,579
| +2% | +$710K | 0.42% | 35 |
|
|
2023
Q1 | $22.3M | Hold |
104,032
| – | – | 0.41% | 37 |
|
|
2022
Q4 | $22.3M | Buy |
104,032
+1,016
| +1% | +$218K | 0.41% | 37 |
|
|
2022
Q3 | $21.7M | Buy |
103,016
+3,029
| +3% | +$637K | 0.44% | 32 |
|
|
2022
Q2 | $21.9M | Buy |
99,987
+841
| +0.8% | +$184K | 0.43% | 32 |
|
|
2022
Q1 | $27.5M | Buy |
99,146
+5,446
| +6% | +$1.51M | 0.54% | 27 |
|
|
2021
Q4 | $28.6M | Buy |
93,700
+4,924
| +6% | +$1.5M | 0.55% | 25 |
|
|
2021
Q3 | $24.3M | Buy |
88,776
+6,528
| +8% | +$1.79M | 0.5% | 27 |
|
|
2021
Q2 | $22.3M | Sell |
82,248
-10,055
| -11% | -$2.73M | 0.54% | 27 |
|
|
2021
Q1 | $22.4M | Sell |
92,303
-4,807
| -5% | -$1.17M | 1.11% | 17 |
|
|
2020
Q4 | $23.4M | Buy |
97,110
+32,470
| +50% | +$7.83M | 1.23% | 15 |
|
|
2020
Q3 | $14M | Sell |
64,640
-2,683
| -4% | -$582K | 1.07% | 23 |
|
|
2020
Q2 | $12.9M | Sell |
67,323
-6,793
| -9% | -$1.3M | 1.23% | 20 |
|
|
2020
Q1 | $11.2M | Sell |
74,116
-1,780
| -2% | -$268K | 1.08% | 22 |
|
|
2019
Q4 | $13.4M | Sell |
75,896
-3,181
| -4% | -$560K | 1.28% | 19 |
|
|
2019
Q3 | $12.6M | Sell |
79,077
-5,396
| -6% | -$861K | 1.37% | 18 |
|
|
2019
Q2 | $13.3M | Sell |
84,473
-24,386
| -22% | -$3.84M | 1.44% | 17 |
|
|
2019
Q1 | $16.5M | Buy |
108,859
+29,890
| +38% | +$4.52M | 2.08% | 11 |
|
|
2018
Q4 | $10.3M | Buy |
78,969
+1,444
| +2% | +$189K | 1.58% | 17 |
|
|
2018
Q3 | $12.1M | Sell |
77,525
-1,374
| -2% | -$214K | 1.86% | 12 |
|
|
2018
Q2 | $11.3M | Buy |
78,899
+777
| +1% | +$112K | 1.84% | 12 |
|
|
2018
Q1 | $10.6M | Buy |
78,122
+59,374
| +317% | +$8.08M | 2.07% | 11 |
|
|
2017
Q4 | $2.53M | Buy |
18,748
+1
| +0% | +$135 | 0.53% | 42 |
|
|
2017
Q3 | $2.35M | Sell |
18,747
-250
| -1% | -$31.3K | 0.56% | 37 |
|
|
2017
Q2 | $2.26M | Buy |
18,997
+3,748
| +25% | +$446K | 0.53% | 40 |
|
|
2017
Q1 | $1.74M | Sell |
15,249
-28
| -0.2% | -$3.19K | 0.5% | 43 |
|
|
2016
Q4 | $1.6M | Buy |
15,277
+690
| +5% | +$72.4K | 0.52% | 45 |
|
|
2016
Q3 | $1.52M | Sell |
14,587
-849
| -6% | -$88.5K | 0.51% | 41 |
|
|
2016
Q2 | $1.55M | Buy |
15,436
+6,644
| +76% | +$667K | 0.53% | 40 |
|
|
2016
Q1 | $877K | Sell |
8,792
-104
| -1% | -$10.4K | 0.29% | 68 |
|
|
2015
Q4 | $885K | Sell |
8,896
-631
| -7% | -$62.8K | 0.3% | 60 |
|
|
2015
Q3 | $886K | Buy |
9,527
+217
| +2% | +$20.2K | 0.31% | 61 |
|
|
2015
Q2 | $922K | Sell |
9,310
-2,527
| -21% | -$250K | 0.3% | 63 |
|
|
2015
Q1 | $1.17M | Sell |
11,837
-3,759
| -24% | -$372K | 0.44% | 45 |
|
|
2014
Q4 | $1.49M | Buy |
15,596
+3,786
| +32% | +$362K | 0.58% | 37 |
|
|
2014
Q3 | $1.08M | Hold |
11,810
| – | – | 0.45% | 47 |
|
|
2014
Q2 | $1.07M | Buy |
11,810
+7,080
| +150% | +$644K | 0.47% | 44 |
|
|
2014
Q1 | $409K | Sell |
4,730
-1,491
| -24% | -$129K | 0.19% | 82 |
|
|
2013
Q4 | $535K | Sell |
6,221
-703
| -10% | -$60.5K | 0.25% | 67 |
|
|
2013
Q3 | $541K | Buy |
6,924
+570
| +9% | +$44.5K | 0.29% | 62 |
|
|
2013
Q2 | $462K | Buy |
+6,354
| New | +$462K | 0.26% | 66 |
|