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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$1.54M Sell
2021
Q2
$1.66M Buy
2021
Q1
$1.48M Buy
2020
Q4
$1.38M Sell
2020
Q3
$1.28M Buy
2020
Q2
$1.17M Buy
2020
Q1
$788K Sell
2019
Q4
$983K Buy