Beacon Capital Management LLC (Tennessee)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Buy |
2,352
+3
| +0.1% | +$1.27K | 0.13% | 39 |
|
|
2025
Q1 | $848K | Buy |
2,349
+2
| +0.1% | +$722 | 0.11% | 44 |
|
|
2024
Q4 | $942K | Buy |
2,347
+3
| +0.1% | +$1.21K | 0.12% | 39 |
|
|
2024
Q3 | $880K | Sell |
2,344
-86
| -4% | -$32.3K | 0.13% | 36 |
|
|
2024
Q2 | $886K | Buy |
2,430
+457
| +23% | +$167K | 0.16% | 33 |
|
|
2024
Q1 | $665K | Sell |
1,973
-1
| -0.1% | -$337 | 0.14% | 41 |
|
|
2023
Q4 | $525K | Buy |
1,974
+34
| +2% | +$9.04K | 0.15% | 42 |
|
|
2023
Q3 | $534K | Hold |
1,940
| – | – | 0.14% | 39 |
|
|
2023
Q2 | $534K | Sell |
1,940
-7
| -0.4% | -$1.93K | 0.14% | 39 |
|
|
2023
Q1 | $476K | Hold |
1,947
| – | – | 0.14% | 43 |
|
|
2022
Q4 | $417K | Sell |
1,947
-600
| -24% | -$129K | 0.14% | 50 |
|
|
2022
Q3 | $557K | Hold |
2,547
| – | – | 0.19% | 40 |
|
|
2022
Q2 | $707K | Hold |
2,547
| – | – | 0.18% | 40 |
|
|
2022
Q1 | $707K | Buy |
+2,547
| New | +$707K | 0.17% | 40 |
|