Beacon Capital Management Inc (Ohio)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4K | Buy |
+164
| New | +$35.4K | ﹤0.01% | 58 |
|
|
2021
Q4 | – | Sell |
-9
| Closed | -$2K | – | 76 |
|
|
2021
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 78 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 107 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 132 |
|
|
2017
Q4 | – | Sell |
-27
| Closed | -$4K | – | 112 |
|
|
2017
Q3 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 57 |
|
|
2016
Q1 | – | Sell |
-5
| Closed | -$1K | – | 265 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 223 |
|
|
2015
Q2 | – | Sell |
-41
| Closed | -$5K | – | 247 |
|
|
2015
Q1 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 188 |
|