Buckingham Strategic Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.9M | Sell |
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|
2024
Q1 | $15.6M | Sell |
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|
2023
Q4 | $14.4M | Sell |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $12.2M | Hold |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $5.75M | Sell |
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|
2022
Q2 | $6.31M | Buy |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.39M | Sell |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.9M | Sell |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $2.42M | Sell |
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|
2019
Q3 | $2.28M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $1.87M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.22M | Sell |
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|
2018
Q1 | $2.15M | Sell |
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|
2017
Q4 | $2.27M | Sell |
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|
2017
Q3 | $2.16M | Sell |
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|
2017
Q2 | $2.5M | Buy |
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|
2017
Q1 | $727K | Buy |
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|
2016
Q4 | $679K | Hold |
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|
2016
Q3 | $654K | Hold |
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|
2016
Q2 | $633K | Buy |
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|
2016
Q1 | $595K | Sell |
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|
2015
Q4 | $644K | Hold |
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|
2015
Q3 | $610K | Buy |
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|
2015
Q2 | $465K | Hold |
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|
2015
Q1 | $465K | Sell |
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|
2014
Q4 | $460K | Sell |
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|
2014
Q3 | $446K | Buy |
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|
2014
Q2 | $449K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $267K | Buy |
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|
2013
Q3 | $225K | Buy |
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|
2013
Q2 | $213K | Buy |
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