Beacon Capital Management LLC (Tennessee)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $267K | Buy |
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