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

Beacon Capital Management Inc (Ohio)’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-163
Closed -$9K – 110
2017
Q3 		$9K Buy
+163
New +$8.37K ﹤0.01% 51

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

Beacon Capital Management Inc (Ohio) sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2017, closing a stake of 163 shares — an estimated $9K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IUSV in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 188 funds tracked by Wall St. Rank hold IUSV as of Q4 2017.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares Core S&P US Value ETF position as of Q4 2017 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 163 iShares Core S&P US Value ETF shares in Q4 2017, an estimated $9K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares Core S&P US Value ETF in Q3 2017 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares Core S&P US Value ETF position peaked at $9K in Q3 2017.
  • 188 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2017.

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