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Beaumont Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Beaumont Financial 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
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% -$310K 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 +$453K 0.04% 212

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaumont Financial Advisors's IWY Position: Q2 2025 in Review

Beaumont Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 1,076 shares — an estimated $227K sold.

Beaumont Financial Advisors first reported a position in IWY in Q1 2024 and held it in 5 quarters. The position peaked at $534K in Q3 2024. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Beaumont Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,076 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $227K.
  • Beaumont Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 5 quarters.
  • Beaumont Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $534K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.