Beacon Capital Management LLC (Tennessee)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272K | Buy |
|
|||||
|
2025
Q2 | $242K | Sell |
|
|||||
|
2025
Q1 | $283K | Buy |
|
|||||
|
2024
Q4 | $298K | Sell |
|
|||||
|
2024
Q3 | $321K | Buy |
|
|||||
|
2024
Q2 | $155K | Hold |
|
|||||
|
2024
Q1 | $150K | Sell |
|
|||||
|
2023
Q4 | $162K | Buy |
|
|||||
|
2023
Q3 | $113K | Hold |
|
|||||
|
2023
Q2 | $113K | Hold |
|
|||||
|
2023
Q1 | $105K | Hold |
|
|||||
|
2022
Q4 | $98K | Sell |
|
|||||
|
2022
Q3 | $105K | Hold |
|
|||||
|
2022
Q2 | $126K | Hold |
|
|||||
|
2022
Q1 | $126K | Buy |
|