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