Beacon Capital Management LLC (Tennessee)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $1.91M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.81M | Hold |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $2.13M | Buy |
|