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

Beacon Financial Advisory’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
2026
Q1 		$504K Hold
2,027
– – 0.11% 229
2025
Q4 		$561K Sell
2,027
-148
-7% -$41K 0.13% 199
2025
Q3 		$595K Sell
2,175
-20
-0.9% -$5.17K 0.14% 184
2025
Q2 		$541K Hold
2,195
– – 0.14% 190
2025
Q1 		$463K Buy
+2,195
New +$505K 0.14% 176
2024
Q4 		– Sell
-2,247
Closed -$494K – 306
2024
Q3 		$494K Sell
2,247
-161
-7% -$34.3K 0.17% 157
2024
Q2 		$517K Buy
2,408
+660
+38% +$132K 0.19% 142
2024
Q1 		$341K Buy
1,748
+485
+38% +$90.7K 0.17% 168
2023
Q4 		$221K Buy
+1,263
New +$207K 0.11% 228

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return