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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Sell |
1,274
-980
| -43% | -$60.8K | 0.01% | 251 |
|
|
2025
Q1 | $132K | Buy |
2,254
+5
| +0.2% | +$292 | 0.02% | 159 |
|
|
2024
Q4 | $140K | Sell |
2,249
-425
| -16% | -$26.5K | 0.02% | 150 |
|
|
2024
Q3 | $167K | Buy |
2,674
+1,809
| +209% | +$113K | 0.02% | 137 |
|
|
2024
Q2 | $50.6K | Buy |
865
+85
| +11% | +$4.97K | 0.01% | 286 |
|
|
2024
Q1 | $47.4K | Sell |
780
-45
| -5% | -$2.73K | 0.01% | 303 |
|
|
2023
Q4 | $41.1K | Sell |
825
-275
| -25% | -$13.7K | 0.01% | 257 |
|
|
2023
Q3 | $57.5K | Hold |
1,100
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $57.5K | Sell |
1,100
-610
| -36% | -$31.9K | 0.02% | 225 |
|
|
2023
Q1 | $85.6K | Buy |
1,710
+110
| +7% | +$5.5K | 0.03% | 160 |
|
|
2022
Q4 | $77.4K | Buy |
1,600
+65
| +4% | +$3.15K | 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 | +$82K | 0.02% | 178 |
|