Buckingham Strategic Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$303K	Buy	1,411 +149	+12%	+$29.7K	﹤0.01%	598
2024 Q1	$246K	Sell	1,262 -352	-22%	-$65.8K	﹤0.01%	645
2023 Q4	$283K	Buy	+1,614	New	+$265K	﹤0.01%	583
2022 Q1	–	Sell	-1,196	Closed	-$207K	–	614
2021 Q4	$207K	Sell	1,196 -4,394	-79%	-$732K	﹤0.01%	556
2021 Q3	$853K	Buy	5,590 +483	+9%	+$76.2K	0.02%	272
2021 Q2	$769K	Buy	5,107 +6	+0.1%	+$859	0.02%	279
2021 Q1	$686K	Buy	5,101 +14	+0.3%	+$1.88K	0.03%	277
2020 Q4	$677K	Buy	5,087 +1,813	+55%	+$229K	0.04%	269
2020 Q3	$397K	Buy	+3,274	New	+$386K	0.03%	304

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q2 2024, buying an estimated $29.7K and bringing the position to 1,411 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Buckingham Strategic Wealth first reported a position in IWY in Q3 2020 and has held it in 9 quarters since. The position peaked at $853K in Q3 2021. 504 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

Buckingham Strategic Wealth held 1,411 shares of iShares Russell Top 200 Growth ETF worth $303K as of Q2 2024.
Buckingham Strategic Wealth bought 149 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $29.7K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #598 holding.
Buckingham Strategic Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 9 quarters since.
Buckingham Strategic Wealth's iShares Russell Top 200 Growth ETF position peaked at $853K in Q3 2021.
504 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

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