Beacon Capital Management LLC (Tennessee)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
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2025
Q1 | $108K | Sell |
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|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $88.4K | Hold |
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|
2023
Q4 | $72.1K | Hold |
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|
2023
Q3 | $74.8K | Hold |
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|
2023
Q2 | $74.8K | Hold |
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|
2023
Q1 | $69.1K | Hold |
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|
2022
Q4 | $64.6K | Buy |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $55K | Buy |
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