Beacon Capital Management LLC (Tennessee)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
450
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $94.9K | Buy |
450
+400
| +800% | +$84.4K | 0.01% | 212 |
|
|
2024
Q4 | $11.8K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $11K | Sell |
50
-75
| -60% | -$16.5K | ﹤0.01% | 621 |
|
|
2024
Q2 | $26.8K | Hold |
125
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $24.4K | Hold |
125
| – | – | 0.01% | 420 |
|
|
2023
Q4 | $19.2K | Buy |
125
+75
| +150% | +$11.5K | 0.01% | 388 |
|
|
2023
Q3 | $7.93K | Hold |
50
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $7.93K | Hold |
50
| – | – | ﹤0.01% | 612 |
|
|
2023
Q1 | $6.95K | Hold |
50
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $6.03K | Hold |
50
| – | – | ﹤0.01% | 601 |
|
|
2022
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 561 |
|