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Beacon Capital Management Inc (Ohio)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-232
Closed -$12K – 111
2017
Q3 		$12K Buy
+232
New +$11.5K ﹤0.01% 48

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Beacon Capital Management Inc (Ohio)'s IUSG Position: Q4 2017 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2017, closing a stake of 232 shares — an estimated $12K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IUSG in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 187 funds tracked by Wall St. Rank hold IUSG as of Q4 2017.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares Core S&P US Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 232 iShares Core S&P US Growth ETF shares in Q4 2017, an estimated $12K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares Core S&P US Growth ETF in Q3 2017 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares Core S&P US Growth ETF position peaked at $12K in Q3 2017.
  • 187 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2017.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2017, filed 11 Jan 2018.