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

Beam Wealth Advisors’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
2021 Q4	–	Sell	-10,062	Closed	-$1.54M	–	114
2021 Q3	$1.54M	Sell	10,062 -930	-8%	-$147K	1.32%	19
2021 Q2	$1.66M	Buy	10,992 +1	+0%	+$143	1.43%	16
2021 Q1	$1.48M	Buy	10,991 +592	+6%	+$79.3K	1.32%	18
2020 Q4	$1.38M	Sell	10,399 -112	-1%	-$14.1K	1.31%	21
2020 Q3	$1.28M	Buy	10,511 +1	+0%	+$118	1.19%	22
2020 Q2	$1.17M	Buy	10,510 +1,152	+12%	+$113K	1.18%	23
2020 Q1	$788K	Sell	9,358 -815	-8%	-$77.6K	0.78%	38
2019 Q4	$983K	Buy	+10,173	New	+$929K	0.92%	30

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCBT

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beam Wealth Advisors's IWY Position: Q4 2021 in Review

Beam Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2021, closing a stake of 10,062 shares — an estimated $1.54M sold.

Beam Wealth Advisors first reported a position in IWY in Q4 2019 and held it in 8 quarters. The position peaked at $1.66M in Q2 2021. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

Beam Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 10,062 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $1.54M.
Beam Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.66M in Q2 2021.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.