Beaumont Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,076
| Closed | -$227K | – | 391 |
|
|
2025
Q1 | $227K | Hold |
1,076
| – | – | 0.02% | 336 |
|
|
2024
Q4 | $253K | Sell |
1,076
-1,350
| -56% | -$318K | 0.02% | 320 |
|
|
2024
Q3 | $534K | Hold |
2,426
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $520K | Hold |
2,426
| – | – | 0.04% | 206 |
|
|
2024
Q1 | $473K | Buy |
+2,426
| New | +$473K | 0.04% | 212 |
|