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Beacon Capital Management LLC (Tennessee)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-131
Closed -$12.5K – 1140
2024
Q3 		$12.5K Buy
+131
New +$12K ﹤0.01% 592

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Beacon Capital Management LLC (Tennessee)'s IUSV Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2024, closing a stake of 131 shares — an estimated $12.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IUSV in Q3 2024 and held it in 1 quarter. The position peaked at $12.5K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares Core S&P US Value ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 131 iShares Core S&P US Value ETF shares in Q4 2024, an estimated $12.5K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core S&P US Value ETF in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s iShares Core S&P US Value ETF position peaked at $12.5K in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.