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Buckingham Strategic Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Buckingham Strategic Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.89M Sell
7,214
-210
-3% -$54.5K 0.02% 243
2024
Q1 		$2.01M Buy
7,424
+280
+4% +$71.5K 0.02% 239
2023
Q4 		$1.8M Buy
7,144
+392
+6% +$88.4K 0.02% 248
2023
Q3 		$1.51M Buy
6,752
+157
+2% +$37.6K 0.02% 242
2023
Q2 		$1.6M Buy
6,595
+1,015
+18% +$233K 0.02% 239
2023
Q1 		$1.2M Hold
5,580
– – 0.02% 244
2022
Q4 		$1.2M Buy
5,580
+148
+3% +$32.4K 0.02% 245
2022
Q3 		$1.12M Buy
5,432
+87
+2% +$19.6K 0.02% 246
2022
Q2 		$1.1M Sell
5,345
-589
-10% -$131K 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% -$27.4K 0.03% 215
2021
Q3 		$1.62M Sell
5,526
-48
-0.9% -$14.4K 0.03% 198
2021
Q2 		$1.74M Sell
5,574
-92
-2% -$27.7K 0.04% 187
2021
Q1 		$1.7M Sell
5,666
-290
-5% -$90K 0.08% 167
2020
Q4 		$1.71M Buy
5,956
+689
+13% +$176K 0.09% 165
2020
Q3 		$1.17M Sell
5,267
-265
-5% -$58K 0.09% 158
2020
Q2 		$1.14M Sell
5,532
-481
-8% -$90K 0.11% 133
2020
Q1 		$951K Buy
6,013
+1,088
+22% +$216K 0.09% 169
2019
Q4 		$1.05M Sell
4,925
-120
-2% -$24.4K 0.1% 149
2019
Q3 		$972K Buy
5,045
+79
+2% +$15.7K 0.11% 145
2019
Q2 		$997K Sell
4,966
-788
-14% -$156K 0.11% 144
2019
Q1 		$1.13M Buy
5,754
+311
+6% +$59.2K 0.14% 126
2018
Q4 		$914K Buy
5,443
+530
+11% +$98.8K 0.14% 125
2018
Q3 		$1.06M Sell
4,913
-659
-12% -$140K 0.16% 118
2018
Q2 		$1.14M Buy
5,572
+322
+6% +$64.4K 0.18% 108
2018
Q1 		$1M Sell
5,250
-427
-8% -$82K 0.19% 113
2017
Q4 		$1.06M Buy
5,677
+307
+6% +$56K 0.22% 94
2017
Q3 		$961K Buy
5,370
+844
+19% +$143K 0.23% 100
2017
Q2 		$764K Buy
+4,526
New +$745K 0.18% 116
2015
Q1 		– Sell
-1,438
Closed -$205K – 224
2014
Q4 		$205K Buy
+1,438
New +$195K 0.08% 190

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.8% in Q2 2024, selling an estimated $54.5K and leaving 7,214 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #243.

Buckingham Strategic Wealth first reported a position in IWO in Q4 2014 and has held it in 30 quarters since. The position peaked at $2.01M in Q1 2024. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Buckingham Strategic Wealth held 7,214 shares of iShares Russell 2000 Growth ETF worth $1.89M as of Q2 2024.
  • Buckingham Strategic Wealth sold 210 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $54.5K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #243 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 30 quarters since.
  • Buckingham Strategic Wealth's iShares Russell 2000 Growth ETF position peaked at $2.01M in Q1 2024.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

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