Buckingham Strategic Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.42M | Buy |
21,912
+28
| +0.1% | +$3.09K | 0.03% | 213 |
|
|
2024
Q1 | $2.5M | Sell |
21,884
-213
| -1% | -$24.3K | 0.03% | 216 |
|
|
2023
Q4 | $2.31M | Sell |
22,097
-1,557
| -7% | -$163K | 0.03% | 216 |
|
|
2023
Q3 | $2.16M | Sell |
23,654
-142
| -0.6% | -$13K | 0.03% | 210 |
|
|
2023
Q2 | $2.3M | Buy |
23,796
+7,217
| +44% | +$697K | 0.03% | 204 |
|
|
2023
Q1 | $1.39M | Hold |
16,579
| – | – | 0.03% | 228 |
|
|
2022
Q4 | $1.39M | Sell |
16,579
-246
| -1% | -$20.6K | 0.03% | 229 |
|
|
2022
Q3 | $1.32M | Sell |
16,825
-227
| -1% | -$17.8K | 0.03% | 224 |
|
|
2022
Q2 | $1.35M | Sell |
17,052
-317
| -2% | -$25.1K | 0.03% | 227 |
|
|
2022
Q1 | $1.75M | Buy |
17,369
+526
| +3% | +$52.9K | 0.03% | 197 |
|
|
2021
Q4 | $1.94M | Buy |
16,843
+12,307
| +271% | +$1.42M | 0.04% | 184 |
|
|
2021
Q3 | $508K | Sell |
4,536
-42
| -0.9% | -$4.7K | 0.01% | 355 |
|
|
2021
Q2 | $518K | Buy |
4,578
+64
| +1% | +$7.24K | 0.01% | 346 |
|
|
2021
Q1 | $461K | Sell |
4,514
-344
| -7% | -$35.1K | 0.02% | 346 |
|
|
2020
Q4 | $499K | Buy |
4,858
+1,596
| +49% | +$164K | 0.03% | 316 |
|
|
2020
Q3 | $282K | Sell |
3,262
-496
| -13% | -$42.9K | 0.02% | 383 |
|
|
2020
Q2 | $297K | Sell |
3,758
-3,988
| -51% | -$315K | 0.03% | 320 |
|
|
2020
Q1 | $471K | Buy |
7,746
+5,042
| +186% | +$307K | 0.05% | 260 |
|
|
2019
Q4 | $206K | Sell |
2,704
-430
| -14% | -$32.8K | 0.02% | 437 |
|
|
2019
Q3 | $221K | Buy |
3,134
+170
| +6% | +$12K | 0.02% | 386 |
|
|
2019
Q2 | $211K | Hold |
2,964
| – | – | 0.02% | 410 |
|
|
2019
Q1 | $201K | Buy |
+2,964
| New | +$201K | 0.03% | 394 |
|