Beacon Capital Management LLC (Tennessee)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,274	Closed	-$79K	–	551
2025 Q2	$79K	Sell	1,274 -980	-43%	-$57.5K	0.01%	251
2025 Q1	$132K	Buy	2,254 +5	+0.2%	+$311	0.02%	159
2024 Q4	$140K	Sell	2,249 -425	-16%	-$27.3K	0.02%	150
2024 Q3	$167K	Buy	2,674 +1,809	+209%	+$109K	0.02%	137
2024 Q2	$50.6K	Buy	865 +85	+11%	+$4.99K	0.01%	286
2024 Q1	$47.4K	Sell	780 -45	-5%	-$2.55K	0.01%	303
2023 Q4	$41.1K	Sell	825 -275	-25%	-$13.9K	0.01%	257
2023 Q3	$57.5K	Hold	1,100	–	–	0.02%	225
2023 Q2	$57.5K	Sell	1,100 -610	-36%	-$30.3K	0.02%	225
2023 Q1	$85.6K	Buy	1,710 +110	+7%	+$5.6K	0.03%	160
2022 Q4	$77.4K	Buy	1,600 +65	+4%	+$3.14K	0.03%	172
2022 Q3	$70K	Hold	1,535	–	–	0.02%	177
2022 Q2	$82K	Hold	1,535	–	–	0.02%	178
2022 Q1	$82K	Buy	+1,535	New	+$81.7K	0.02%	178