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

Buckingham Strategic Wealth’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.42M Buy
21,912
+28
+0.1% +$3.08K 0.03% 213
2024
Q1 		$2.5M Sell
21,884
-213
-1% -$23K 0.03% 216
2023
Q4 		$2.31M Sell
22,097
-1,557
-7% -$148K 0.03% 216
2023
Q3 		$2.16M Sell
23,654
-142
-0.6% -$13.6K 0.03% 210
2023
Q2 		$2.3M Buy
23,796
+7,217
+44% +$658K 0.03% 204
2023
Q1 		$1.39M Hold
16,579
– – 0.03% 228
2022
Q4 		$1.39M Sell
16,579
-246
-1% -$20.7K 0.03% 229
2022
Q3 		$1.32M Sell
16,825
-227
-1% -$19.5K 0.03% 224
2022
Q2 		$1.35M Sell
17,052
-317
-2% -$27.6K 0.03% 227
2022
Q1 		$1.75M Buy
17,369
+526
+3% +$52.4K 0.03% 197
2021
Q4 		$1.94M Buy
16,843
+12,307
+271% +$1.44M 0.04% 184
2021
Q3 		$508K Sell
4,536
-42
-0.9% -$4.83K 0.01% 355
2021
Q2 		$518K Buy
4,578
+64
+1% +$6.84K 0.01% 346
2021
Q1 		$461K Sell
4,514
-344
-7% -$36K 0.02% 346
2020
Q4 		$499K Buy
4,858
+1,596
+49% +$152K 0.03% 316
2020
Q3 		$282K Sell
3,262
-496
-13% -$41.9K 0.02% 383
2020
Q2 		$297K Sell
3,758
-3,988
-51% -$289K 0.03% 320
2020
Q1 		$471K Buy
7,746
+5,042
+186% +$367K 0.05% 260
2019
Q4 		$206K Sell
2,704
-430
-14% -$31.5K 0.02% 437
2019
Q3 		$221K Buy
3,134
+170
+6% +$12.2K 0.02% 386
2019
Q2 		$211K Hold
2,964
– – 0.02% 410
2019
Q1 		$201K Buy
+2,964
New +$190K 0.03% 394

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.13% in Q2 2024, buying an estimated $3.08K and bringing the position to 21,912 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #213.

Buckingham Strategic Wealth first reported a position in IWP in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.5M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

  • Buckingham Strategic Wealth held 21,912 shares of iShares Russell Mid-Cap Growth ETF worth $2.42M as of Q2 2024.
  • Buckingham Strategic Wealth bought 28 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $3.08K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #213 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • Buckingham Strategic Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $2.5M in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

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