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 Q2	$585K	Sell	2,013 -14	-0.7%	-$3.95K	0.12%	214
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 $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Financial Advisory's IWY Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.69% in Q2 2026, selling an estimated $3.95K and leaving 2,013 shares worth $585K. The position accounts for 0.12% of the portfolio, ranked #214.

Beacon Financial Advisory first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $595K in Q3 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Beacon Financial Advisory held 2,013 shares of iShares Russell Top 200 Growth ETF worth $585K as of Q2 2026.
Beacon Financial Advisory sold 14 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.95K.
iShares Russell Top 200 Growth ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q2 2026, its #214 holding.
Beacon Financial Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Beacon Financial Advisory's iShares Russell Top 200 Growth ETF position peaked at $595K in Q3 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.