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Buckingham Strategic Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Buckingham Strategic Wealth’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$719K Hold
5,436
– – 0.01% 395
2024
Q1 		$696K Sell
5,436
-2,218
-29% -$270K 0.01% 400
2023
Q4 		$892K Buy
7,654
+132
+2% +$14.4K 0.01% 341
2023
Q3 		$786K Hold
7,522
– – 0.01% 329
2023
Q2 		$815K Hold
7,522
– – 0.01% 322
2023
Q1 		$703K Hold
7,522
– – 0.01% 316
2022
Q4 		$703K Hold
7,522
– – 0.01% 318
2022
Q3 		$660K Hold
7,522
– – 0.01% 310
2022
Q2 		$695K Hold
7,522
– – 0.01% 308
2022
Q1 		$838K Sell
7,522
-148
-2% -$16.3K 0.02% 271
2021
Q4 		$904K Buy
7,670
+148
+2% +$17K 0.02% 267
2021
Q3 		$811K Sell
7,522
-428
-5% -$47.5K 0.02% 279
2021
Q2 		$858K Sell
7,950
-7,980
-50% -$838K 0.02% 264
2021
Q1 		$1.59M Sell
15,930
-2,510
-14% -$245K 0.08% 179
2020
Q4 		$1.74M Hold
18,440
– – 0.09% 161
2020
Q3 		$1.54M Sell
18,440
-90
-0.5% -$7.4K 0.12% 136
2020
Q2 		$1.42M Buy
18,530
+6,000
+48% +$433K 0.13% 121
2020
Q1 		$790K Buy
12,530
+7,494
+149% +$566K 0.08% 191
2019
Q4 		$402K Buy
5,036
+1,848
+58% +$141K 0.04% 287
2019
Q3 		$235K Sell
3,188
-1,848
-37% -$136K 0.03% 369
2019
Q2 		$368K Hold
5,036
– – 0.04% 292
2019
Q1 		$356K Sell
5,036
-2,310
-31% -$157K 0.04% 285
2018
Q4 		$457K Hold
7,346
– – 0.07% 197
2018
Q3 		$534K Sell
7,346
-622
-8% -$44.4K 0.08% 184
2018
Q2 		$543K Buy
+7,968
New +$540K 0.09% 168
2017
Q4 		– Sell
-3,416
Closed -$215K – 323
2017
Q3 		$215K Sell
3,416
-110
-3% -$6.79K 0.05% 265
2017
Q2 		$214K Buy
+3,526
New +$212K 0.05% 276
2016
Q2 		– Sell
-7,220
Closed -$370K – 256
2016
Q1 		$370K Buy
7,220
+2,000
+38% +$97.1K 0.12% 126
2015
Q4 		$266K Hold
5,220
– – 0.09% 153
2015
Q3 		$252K Buy
+5,220
New +$267K 0.09% 154

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Buckingham Strategic Wealth held its iShares Dow Jones US ETF (IYY) position steady in Q2 2024 at 5,436 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #395.

Buckingham Strategic Wealth first reported a position in IYY in Q3 2015 and has held it in 30 quarters since. The position peaked at $1.74M in Q4 2020. 220 funds tracked by Wall St. Rank hold IYY as of Q2 2024.

  • Buckingham Strategic Wealth held 5,436 shares of iShares Dow Jones US ETF worth $719K as of Q2 2024.
  • Buckingham Strategic Wealth left its iShares Dow Jones US ETF share count unchanged in Q2 2024.
  • iShares Dow Jones US ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #395 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Dow Jones US ETF in Q3 2015 and has held it in 30 quarters since.
  • Buckingham Strategic Wealth's iShares Dow Jones US ETF position peaked at $1.74M in Q4 2020.
  • 220 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2024.

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