Buckingham Strategic Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$15.9M	Sell	51,500 -380	-0.7%	-$113K	0.16%	74
2024 Q1	$15.6M	Sell	51,880 -861	-2%	-$246K	0.16%	74
2023 Q4	$14.4M	Sell	52,741 -4,241	-7%	-$1.08M	0.17%	72
2023 Q3	$14M	Sell	56,982 -134	-0.2%	-$34.2K	0.2%	62
2023 Q2	$14.5M	Buy	57,116 +1,819	+3%	+$437K	0.21%	59
2023 Q1	$12.2M	Hold	55,297	–	–	0.22%	57
2022 Q4	$12.2M	Buy	55,297 +27,505	+99%	+$6.11M	0.22%	57
2022 Q3	$5.75M	Sell	27,792 -1,216	-4%	-$280K	0.12%	95
2022 Q2	$6.31M	Buy	29,008 +15,862	+121%	+$3.76M	0.12%	92
2022 Q1	$3.45M	Buy	13,146 +923	+8%	+$239K	0.07%	135
2021 Q4	$3.39M	Sell	12,223 -68	-0.6%	-$18.4K	0.07%	134
2021 Q3	$3.13M	Sell	12,291 -80	-0.6%	-$20.9K	0.06%	139
2021 Q2	$3.17M	Buy	12,371 +131	+1%	+$32.7K	0.08%	137
2021 Q1	$2.9M	Sell	12,240 -349	-3%	-$81.1K	0.14%	122
2020 Q4	$2.81M	Buy	12,589 +46	+0.4%	+$9.66K	0.15%	122
2020 Q3	$2.46M	Sell	12,543 -258	-2%	-$49.9K	0.19%	97
2020 Q2	$2.31M	Sell	12,801 -36	-0.3%	-$6.1K	0.22%	86
2020 Q1	$1.9M	Buy	12,837 +1	+0%	+$178	0.18%	97
2019 Q4	$2.42M	Sell	12,836 -261	-2%	-$47K	0.23%	85
2019 Q3	$2.28M	Sell	13,097 -938	-7%	-$163K	0.25%	81
2019 Q2	$2.42M	Sell	14,035 -430	-3%	-$72.9K	0.26%	76
2019 Q1	$2.41M	Buy	14,465 +1,765	+14%	+$283K	0.3%	72
2018 Q4	$1.87M	Sell	12,700 -839	-6%	-$133K	0.28%	73
2018 Q3	$2.33M	Sell	13,539 -121	-0.9%	-$20.5K	0.36%	56
2018 Q2	$2.22M	Sell	13,660 -107	-0.8%	-$17.2K	0.36%	56
2018 Q1	$2.15M	Sell	13,767 -612	-4%	-$98.9K	0.42%	51
2017 Q4	$2.27M	Sell	14,379 -61	-0.4%	-$9.41K	0.47%	48
2017 Q3	$2.16M	Sell	14,440 -2,929	-17%	-$428K	0.51%	42
2017 Q2	$2.5M	Buy	17,369 +12,174	+234%	+$1.73M	0.59%	35
2017 Q1	$727K	Buy	5,195 +92	+2%	+$12.7K	0.21%	97
2016 Q4	$679K	Hold	5,103	–	–	0.22%	90
2016 Q3	$654K	Hold	5,103	–	–	0.22%	96
2016 Q2	$633K	Buy	5,103 +184	+4%	+$22.5K	0.22%	96
2016 Q1	$595K	Sell	4,919 -435	-8%	-$49.8K	0.2%	93
2015 Q4	$644K	Hold	5,354	–	–	0.22%	83
2015 Q3	$610K	Buy	5,354 +1,600	+43%	+$194K	0.22%	86
2015 Q2	$465K	Hold	3,754	–	–	0.15%	112
2015 Q1	$465K	Sell	3,754 -4	-0.1%	-$493	0.18%	105
2014 Q4	$460K	Sell	3,758 -60	-2%	-$7.16K	0.18%	98
2014 Q3	$446K	Buy	3,818 +1	+0%	+$118	0.18%	84
2014 Q2	$449K	Buy	+3,817	New	+$434K	0.2%	84
2014 Q1	–	Sell	-2,414	Closed	-$267K	–	160
2013 Q4	$267K	Buy	2,414 +189	+8%	+$20.1K	0.13%	118
2013 Q3	$225K	Buy	2,225 +17	+0.8%	+$1.7K	0.12%	113
2013 Q2	$213K	Buy	+2,208	New	+$211K	0.12%	112