Buckingham Strategic Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.89M | Sell |
7,214
-210
| -3% | -$55.1K | 0.02% | 243 |
|
|
2024
Q1 | $2.01M | Buy |
7,424
+280
| +4% | +$75.8K | 0.02% | 239 |
|
|
2023
Q4 | $1.8M | Buy |
7,144
+392
| +6% | +$98.9K | 0.02% | 248 |
|
|
2023
Q3 | $1.51M | Buy |
6,752
+157
| +2% | +$35.2K | 0.02% | 242 |
|
|
2023
Q2 | $1.6M | Buy |
6,595
+1,015
| +18% | +$246K | 0.02% | 239 |
|
|
2023
Q1 | $1.2M | Hold |
5,580
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $1.2M | Buy |
5,580
+148
| +3% | +$31.7K | 0.02% | 245 |
|
|
2022
Q3 | $1.12M | Buy |
5,432
+87
| +2% | +$18K | 0.02% | 246 |
|
|
2022
Q2 | $1.1M | Sell |
5,345
-589
| -10% | -$122K | 0.02% | 252 |
|
|
2022
Q1 | $1.52M | Buy |
5,934
+499
| +9% | +$128K | 0.03% | 221 |
|
|
2021
Q4 | $1.59M | Sell |
5,435
-91
| -2% | -$26.7K | 0.03% | 215 |
|
|
2021
Q3 | $1.62M | Sell |
5,526
-48
| -0.9% | -$14.1K | 0.03% | 198 |
|
|
2021
Q2 | $1.74M | Sell |
5,574
-92
| -2% | -$28.7K | 0.04% | 187 |
|
|
2021
Q1 | $1.7M | Sell |
5,666
-290
| -5% | -$87.2K | 0.08% | 167 |
|
|
2020
Q4 | $1.71M | Buy |
5,956
+689
| +13% | +$197K | 0.09% | 165 |
|
|
2020
Q3 | $1.17M | Sell |
5,267
-265
| -5% | -$58.7K | 0.09% | 158 |
|
|
2020
Q2 | $1.14M | Sell |
5,532
-481
| -8% | -$99.5K | 0.11% | 133 |
|
|
2020
Q1 | $951K | Buy |
6,013
+1,088
| +22% | +$172K | 0.09% | 169 |
|
|
2019
Q4 | $1.06M | Sell |
4,925
-120
| -2% | -$25.7K | 0.1% | 149 |
|
|
2019
Q3 | $972K | Buy |
5,045
+79
| +2% | +$15.2K | 0.11% | 145 |
|
|
2019
Q2 | $997K | Sell |
4,966
-788
| -14% | -$158K | 0.11% | 144 |
|
|
2019
Q1 | $1.13M | Buy |
5,754
+311
| +6% | +$61.2K | 0.14% | 126 |
|
|
2018
Q4 | $914K | Buy |
5,443
+530
| +11% | +$89K | 0.14% | 125 |
|
|
2018
Q3 | $1.06M | Sell |
4,913
-659
| -12% | -$142K | 0.16% | 118 |
|
|
2018
Q2 | $1.14M | Buy |
5,572
+322
| +6% | +$65.8K | 0.18% | 108 |
|
|
2018
Q1 | $1M | Sell |
5,250
-427
| -8% | -$81.3K | 0.19% | 113 |
|
|
2017
Q4 | $1.06M | Buy |
5,677
+307
| +6% | +$57.3K | 0.22% | 94 |
|
|
2017
Q3 | $961K | Buy |
5,370
+844
| +19% | +$151K | 0.23% | 100 |
|
|
2017
Q2 | $764K | Buy |
+4,526
| New | +$764K | 0.18% | 116 |
|
|
2015
Q1 | – | Sell |
-1,438
| Closed | -$205K | – | 224 |
|
|
2014
Q4 | $205K | Buy |
+1,438
| New | +$205K | 0.08% | 190 |
|