Beacon Capital Management LLC (Tennessee)’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.6K | Hold |
17
| – | – | ﹤0.01% | 859 |
|
2025
Q1 | $2.34K | Buy |
+17
| New | +$2.34K | ﹤0.01% | 910 |
|
2023
Q1 | – | Sell |
-34
| Closed | -$3.04K | – | 979 |
|
2022
Q4 | $3.04K | Buy |
34
+1
| +3% | +$89 | ﹤0.01% | 735 |
|
2022
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 684 |
|
2022
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 675 |
|
2022
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 676 |
|