Beacon Financial Advisory’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 | $541K | Hold |
2,195
| – | – | 0.14% | 190 |
|
|
2025
Q1 | $463K | Buy |
+2,195
| New | +$463K | 0.14% | 176 |
|
|
2024
Q4 | – | Sell |
-2,247
| Closed | -$494K | – | 306 |
|
|
2024
Q3 | $494K | Sell |
2,247
-161
| -7% | -$35.4K | 0.17% | 157 |
|
|
2024
Q2 | $517K | Buy |
2,408
+660
| +38% | +$142K | 0.19% | 142 |
|
|
2024
Q1 | $341K | Buy |
1,748
+485
| +38% | +$94.6K | 0.17% | 168 |
|
|
2023
Q4 | $221K | Buy |
+1,263
| New | +$221K | 0.11% | 228 |
|