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

Buckingham Strategic Wealth’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$631K	Buy	5,223 +80	+2%	+$9.72K	0.01%	421
2024 Q1	$645K	Buy	5,143 +787	+18%	+$92.7K	0.01%	411
2023 Q4	$507K	Sell	4,356 -12	-0.3%	-$1.28K	0.01%	440
2023 Q3	$456K	Sell	4,368 -402	-8%	-$44.3K	0.01%	433
2023 Q2	$524K	Sell	4,770 -473	-9%	-$49.8K	0.01%	408
2023 Q1	$552K	Hold	5,243	–	–	0.01%	357
2022 Q4	$552K	Sell	5,243 -62	-1%	-$6.5K	0.01%	359
2022 Q3	$510K	Sell	5,305 -496	-9%	-$53K	0.01%	365
2022 Q2	$589K	Buy	5,801 +2,062	+55%	+$231K	0.01%	338
2022 Q1	$447K	Buy	3,739 +575	+18%	+$67.7K	0.01%	387
2021 Q4	$387K	Buy	3,164 +170	+6%	+$20.3K	0.01%	412
2021 Q3	$339K	Hold	2,994	–	–	0.01%	437
2021 Q2	$344K	Sell	2,994 -204	-6%	-$23.4K	0.01%	437
2021 Q1	$350K	Buy	3,198 +419	+15%	+$43.6K	0.02%	402
2020 Q4	$269K	Buy	+2,779	New	+$251K	0.01%	438
2020 Q2	–	Sell	-5,038	Closed	-$323K	–	443
2020 Q1	$323K	Buy	+5,038	New	+$431K	0.03%	329

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.6% in Q2 2024, buying an estimated $9.72K and bringing the position to 5,223 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #421.

Buckingham Strategic Wealth first reported a position in IWS in Q1 2020 and has held it in 16 quarters since. The position peaked at $645K in Q1 2024. 854 funds tracked by Wall St. Rank hold IWS as of Q2 2024.

Buckingham Strategic Wealth held 5,223 shares of iShares Russell Mid-Cap Value ETF worth $631K as of Q2 2024.
Buckingham Strategic Wealth bought 80 iShares Russell Mid-Cap Value ETF shares in Q2 2024, an estimated $9.72K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #421 holding.
Buckingham Strategic Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 16 quarters since.
Buckingham Strategic Wealth's iShares Russell Mid-Cap Value ETF position peaked at $645K in Q1 2024.
854 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2024.

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