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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$390K Sell
2020
Q1
$537K Sell
2019
Q4
$2.33M Buy