Buckingham Strategic Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.42M Buy
2024
Q1
$2.5M Sell
2023
Q4
$2.31M Sell
2023
Q3
$2.16M Sell
2023
Q2
$2.3M Buy
2023
Q1
$1.39M Hold
2022
Q4
$1.39M Sell
2022
Q3
$1.32M Sell
2022
Q2
$1.35M Sell
2022
Q1
$1.75M Buy
2021
Q4
$1.94M Buy
2021
Q3
$508K Sell
2021
Q2
$518K Buy
2021
Q1
$461K Sell
2020
Q4
$499K Buy
2020
Q3
$282K Sell
2020
Q2
$297K Sell
2020
Q1
$471K Buy
2019
Q4
$206K Sell
2019
Q3
$221K Buy
2019
Q2
$211K Hold
2019
Q1
$201K Buy