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Beacon Capital Management Inc (Ohio)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-484
Closed -$41K – 91
2022
Q2 		$41K Buy
+484
New +$44.1K ﹤0.01% 43

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Beacon Capital Management Inc (Ohio)'s ITOT Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 484 shares — an estimated $41K sold.

Beacon Capital Management Inc (Ohio) first reported a position in ITOT in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 484 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $41K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares Core S&P Total US Stock Market ETF position peaked at $41K in Q2 2022.
  • 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.