Beacon Financial Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Sell
2025
Q2
$541K Hold
2025
Q1
$463K Buy
2024
Q4
Sell
2024
Q3
$494K Sell
2024
Q2
$517K Buy
2024
Q1
$341K Buy
2023
Q4
$221K Buy