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

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

Envestnet Portfolio Solutions

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return