BSW
Buckingham Strategic Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $23.2M | Sell |
114,498
-1,264
| -1% | -$256K | 0.24% | 58 |
|
|
2024
Q1 | $24.3M | Sell |
115,762
-6,328
| -5% | -$1.33M | 0.26% | 58 |
|
|
2023
Q4 | $24.5M | Buy |
122,090
+51,877
| +74% | +$10.4M | 0.29% | 48 |
|
|
2023
Q3 | $12.4M | Sell |
70,213
-2,267
| -3% | -$401K | 0.18% | 73 |
|
|
2023
Q2 | $13.6M | Buy |
72,480
+13,071
| +22% | +$2.45M | 0.19% | 64 |
|
|
2023
Q1 | $10.4M | Hold |
59,409
| – | – | 0.19% | 68 |
|
|
2022
Q4 | $10.4M | Buy |
59,409
+24
| +0% | +$4.19K | 0.19% | 68 |
|
|
2022
Q3 | $9.79M | Buy |
59,385
+46
| +0.1% | +$7.59K | 0.2% | 62 |
|
|
2022
Q2 | $10.1M | Buy |
59,339
+5,237
| +10% | +$887K | 0.2% | 62 |
|
|
2022
Q1 | $11.1M | Sell |
54,102
-243
| -0.4% | -$49.9K | 0.22% | 59 |
|
|
2021
Q4 | $12.1M | Sell |
54,345
-574
| -1% | -$128K | 0.23% | 52 |
|
|
2021
Q3 | $12M | Buy |
54,919
+6,403
| +13% | +$1.4M | 0.25% | 48 |
|
|
2021
Q2 | $11.1M | Sell |
48,516
-4,250
| -8% | -$975K | 0.27% | 48 |
|
|
2021
Q1 | $11.7M | Sell |
52,766
-954
| -2% | -$211K | 0.57% | 32 |
|
|
2020
Q4 | $10.5M | Buy |
53,720
+35,876
| +201% | +$7.03M | 0.55% | 39 |
|
|
2020
Q3 | $2.67M | Sell |
17,844
-1,255
| -7% | -$188K | 0.2% | 91 |
|
|
2020
Q2 | $2.74M | Sell |
19,099
-15,095
| -44% | -$2.16M | 0.26% | 77 |
|
|
2020
Q1 | $3.91M | Buy |
34,194
+11,809
| +53% | +$1.35M | 0.38% | 57 |
|
|
2019
Q4 | $3.71M | Buy |
22,385
+891
| +4% | +$148K | 0.36% | 63 |
|
|
2019
Q3 | $3.25M | Buy |
21,494
+262
| +1% | +$39.7K | 0.35% | 62 |
|
|
2019
Q2 | $3.3M | Buy |
21,232
+498
| +2% | +$77.4K | 0.36% | 62 |
|
|
2019
Q1 | $3.17M | Buy |
20,734
+849
| +4% | +$130K | 0.4% | 59 |
|
|
2018
Q4 | $2.66M | Buy |
19,885
+2,005
| +11% | +$269K | 0.41% | 54 |
|
|
2018
Q3 | $3.01M | Sell |
17,880
-1,505
| -8% | -$254K | 0.46% | 48 |
|
|
2018
Q2 | $3.18M | Buy |
19,385
+877
| +5% | +$144K | 0.51% | 45 |
|
|
2018
Q1 | $2.81M | Buy |
18,508
+1,803
| +11% | +$274K | 0.55% | 41 |
|
|
2017
Q4 | $2.55M | Buy |
16,705
+1,491
| +10% | +$227K | 0.53% | 41 |
|
|
2017
Q3 | $2.25M | Sell |
15,214
-1,596
| -9% | -$236K | 0.54% | 39 |
|
|
2017
Q2 | $2.37M | Buy |
16,810
+1,757
| +12% | +$248K | 0.56% | 37 |
|
|
2017
Q1 | $2.07M | Buy |
15,053
+2,605
| +21% | +$358K | 0.6% | 33 |
|
|
2016
Q4 | $1.68M | Buy |
12,448
+2,209
| +22% | +$298K | 0.54% | 41 |
|
|
2016
Q3 | $1.27M | Buy |
10,239
+96
| +0.9% | +$11.9K | 0.43% | 47 |
|
|
2016
Q2 | $1.17M | Buy |
10,143
+523
| +5% | +$60.1K | 0.4% | 53 |
|
|
2016
Q1 | $1.06M | Sell |
9,620
-609
| -6% | -$67.4K | 0.35% | 60 |
|
|
2015
Q4 | $1.15M | Buy |
10,229
+186
| +2% | +$20.9K | 0.39% | 49 |
|
|
2015
Q3 | $1.1M | Sell |
10,043
-41
| -0.4% | -$4.48K | 0.39% | 49 |
|
|
2015
Q2 | $1.26M | Buy |
10,084
+475
| +5% | +$59.3K | 0.41% | 45 |
|
|
2015
Q1 | $1.2M | Buy |
9,609
+1,382
| +17% | +$172K | 0.45% | 44 |
|
|
2014
Q4 | $984K | Buy |
8,227
+869
| +12% | +$104K | 0.38% | 53 |
|
|
2014
Q3 | $805K | Buy |
7,358
+1,656
| +29% | +$181K | 0.33% | 58 |
|
|
2014
Q2 | $677K | Buy |
+5,702
| New | +$677K | 0.3% | 64 |
|