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Buckingham Strategic Wealth’s iShares US Technology ETF IYW Stock Holding History

Buckingham Strategic Wealth’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$449K Sell
2,985
-97
-3% -$13.4K ﹤0.01% 492
2024
Q1 		$416K Buy
3,082
+97
+3% +$12.6K ﹤0.01% 512
2023
Q4 		$366K Sell
2,985
-839
-22% -$95K ﹤0.01% 517
2023
Q3 		$401K Buy
+3,824
New +$416K 0.01% 466

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its iShares US Technology ETF (IYW) stake by 3.1% in Q2 2024, selling an estimated $13.4K and leaving 2,985 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Buckingham Strategic Wealth first reported a position in IYW in Q3 2023 and has held it in 4 quarters since. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Buckingham Strategic Wealth held 2,985 shares of iShares US Technology ETF worth $449K as of Q2 2024.
  • Buckingham Strategic Wealth sold 97 iShares US Technology ETF shares in Q2 2024, an estimated $13.4K.
  • iShares US Technology ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #492 holding.
  • Buckingham Strategic Wealth first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

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