Beacon Capital Management LLC (Tennessee)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $444K | Sell |
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|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $177K | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $768K | Hold |
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|
2022
Q1 | $768K | Buy |
|