Beacon Capital Management LLC (Tennessee)’s iShares S&P 500 Value ETF IVE 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 | $177K | Buy |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $132K | Buy |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q4 | $12.3K | Sell |
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|
2023
Q3 | $18.5K | Hold |
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|
2023
Q2 | $18.5K | Sell |
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|
2023
Q1 | $22.5K | Hold |
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|
2022
Q4 | $21.5K | Buy |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $18K | Buy |
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