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Beacon Capital Management Inc (Ohio)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2019
Q2 		– Sell
-74
Closed -$6K – 131
2019
Q1 		$6K Buy
+74
New +$5.78K ﹤0.01% 52

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IWY Position: Q2 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2019, closing a stake of 74 shares — an estimated $6K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IWY in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 118 funds tracked by Wall St. Rank hold IWY as of Q2 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 74 iShares Russell Top 200 Growth ETF shares in Q2 2019, an estimated $6K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares Russell Top 200 Growth ETF position peaked at $6K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2019, filed 18 Jul 2019.