Beacon Capital Management LLC (Tennessee)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $197K | Sell |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $897K | Hold |
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|
2022
Q1 | $897K | Buy |
|