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

Buckingham Strategic Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$10.5M Sell
129,629
-6,272
-5% -$510K 0.11% 93
2024
Q1 		$11.4M Sell
135,901
-1,899
-1% -$150K 0.12% 92
2023
Q4 		$10.7M Sell
137,800
-6,737
-5% -$479K 0.13% 96
2023
Q3 		$10M Sell
144,537
-4,231
-3% -$309K 0.14% 83
2023
Q2 		$10.9M Sell
148,768
-9,291
-6% -$646K 0.15% 79
2023
Q1 		$10.7M Hold
158,059
– – 0.19% 65
2022
Q4 		$10.7M Sell
158,059
-1,342
-0.8% -$90.5K 0.19% 65
2022
Q3 		$9.91M Sell
159,401
-5,692
-3% -$392K 0.2% 61
2022
Q2 		$10.7M Sell
165,093
-6,298
-4% -$448K 0.21% 58
2022
Q1 		$13.4M Buy
171,391
+23,280
+16% +$1.79M 0.26% 46
2021
Q4 		$12.3M Sell
148,111
-1,314
-0.9% -$108K 0.24% 49
2021
Q3 		$11.7M Sell
149,425
-145
-0.1% -$11.6K 0.24% 50
2021
Q2 		$11.9M Sell
149,570
-977
-0.6% -$75.8K 0.29% 45
2021
Q1 		$11.1M Sell
150,547
-2,278
-1% -$165K 0.55% 35
2020
Q4 		$10.5M Buy
152,825
+145,282
+1,926% +$9.25M 0.55% 40
2020
Q3 		$433K Sell
7,543
-400
-5% -$22.8K 0.03% 283
2020
Q2 		$426K Hold
7,943
– – 0.04% 247
2020
Q1 		$343K Sell
7,943
-6,680
-46% -$368K 0.03% 312
2019
Q4 		$872K Buy
14,623
+2,829
+24% +$162K 0.08% 172
2019
Q3 		$660K Hold
11,794
– – 0.07% 193
2019
Q2 		$659K Sell
11,794
-78
-0.7% -$4.28K 0.07% 202
2019
Q1 		$640K Sell
11,872
-500
-4% -$25.9K 0.08% 187
2018
Q4 		$575K Buy
12,372
+772
+7% +$38.9K 0.09% 166
2018
Q3 		$639K Buy
11,600
+624
+6% +$34.2K 0.1% 158
2018
Q2 		$582K Hold
10,976
– – 0.09% 165
2018
Q1 		$566K Buy
10,976
+2,880
+36% +$152K 0.11% 157
2017
Q4 		$421K Sell
8,096
-572
-7% -$29K 0.09% 186
2017
Q3 		$427K Sell
8,668
-392
-4% -$18.9K 0.1% 175
2017
Q2 		$435K Sell
9,060
-900
-9% -$42.7K 0.1% 174
2017
Q1 		$466K Sell
9,960
-60
-0.6% -$2.78K 0.14% 145
2016
Q4 		$448K Buy
+10,020
New +$438K 0.14% 126
2016
Q2 		– Sell
-6,944
Closed -$283K – 255
2016
Q1 		$283K Buy
+6,944
New +$264K 0.09% 156

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q2 2024, selling an estimated $510K and leaving 129,629 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #93.

Buckingham Strategic Wealth first reported a position in IWR in Q1 2016 and has held it in 32 quarters since. The position peaked at $13.4M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

  • Buckingham Strategic Wealth held 129,629 shares of iShares Russell Mid-Cap ETF worth $10.5M as of Q2 2024.
  • Buckingham Strategic Wealth sold 6,272 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $510K.
  • iShares Russell Mid-Cap ETF made up 0.11% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #93 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and has held it in 32 quarters since.
  • Buckingham Strategic Wealth's iShares Russell Mid-Cap ETF position peaked at $13.4M in Q1 2022.
  • 1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

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