Beacon Capital Management LLC (Tennessee)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.19M | Sell |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $2.83M | Sell |
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|
2023
Q3 | $2.99M | Hold |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $2.98M | Sell |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.93M | Sell |
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|
2022
Q2 | $3.86M | Sell |
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|
2022
Q1 | $3.96M | Buy |
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