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Beacon Capital Management Inc (Ohio)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-176
Closed -$5K – 262
2015
Q4 		$5K Hold
176
– – ﹤0.01% 164
2015
Q3 		$5K Hold
176
– – ﹤0.01% 166
2015
Q2 		$5K Hold
176
– – ﹤0.01% 184
2015
Q1 		$5K Buy
+176
New +$5K ﹤0.01% 186

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Beacon Capital Management Inc (Ohio)'s IVW Position: Q1 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2016, closing a stake of 176 shares — an estimated $5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IVW in Q1 2015 and held it in 4 quarters. The position peaked at $5K in Q4 2015. 486 funds tracked by Wall St. Rank hold IVW as of Q1 2016.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 176 iShares S&P 500 Growth ETF shares in Q1 2016, an estimated $5K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and held it in 4 quarters.
  • Beacon Capital Management Inc (Ohio)'s iShares S&P 500 Growth ETF position peaked at $5K in Q4 2015.
  • 486 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2016, filed 19 Apr 2016.