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Buckingham Strategic Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Buckingham Strategic Wealth’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$239K Hold
3,663
– – ﹤0.01% 659
2024
Q1 		$243K Sell
3,663
-216
-6% -$13.4K ﹤0.01% 651
2023
Q4 		$232K Buy
+3,879
New +$209K ﹤0.01% 646

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Buckingham Strategic Wealth held its iShares US Financial Services ETF (IYG) position steady in Q2 2024 at 3,663 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Buckingham Strategic Wealth first reported a position in IYG in Q4 2023 and has held it in 3 quarters since. The position peaked at $243K in Q1 2024. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

  • Buckingham Strategic Wealth held 3,663 shares of iShares US Financial Services ETF worth $239K as of Q2 2024.
  • Buckingham Strategic Wealth left its iShares US Financial Services ETF share count unchanged in Q2 2024.
  • iShares US Financial Services ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #659 holding.
  • Buckingham Strategic Wealth first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's iShares US Financial Services ETF position peaked at $243K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

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