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Beam Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Beam Wealth Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,110
Closed -$390K – 140
2020
Q2 		$390K Sell
5,110
-3,622
-41% -$276K 0.39% 78
2020
Q1 		$537K Sell
8,732
-22,250
-72% -$1.37M 0.53% 63
2019
Q4 		$2.33M Buy
+30,982
New +$2.33M 2.17% 8