Beacon Capital Management LLC (Tennessee)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.5K | Hold |
107
| – | – | ﹤0.01% | 418 |
|
2025
Q1 | $27.3K | Sell |
107
-25
| -19% | -$6.37K | ﹤0.01% | 419 |
|
2024
Q4 | $37.9K | Buy |
132
+1
| +0.8% | +$287 | ﹤0.01% | 346 |
|
2024
Q3 | $37.2K | Hold |
131
| – | – | 0.01% | 372 |
|
2024
Q2 | $34.4K | Hold |
131
| – | – | 0.01% | 351 |
|
2024
Q1 | $35.5K | Buy |
131
+106
| +424% | +$28.7K | 0.01% | 356 |
|
2023
Q4 | $5.6K | Hold |
25
| – | – | ﹤0.01% | 631 |
|
2023
Q3 | $6.07K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
2023
Q2 | $6.07K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
2023
Q1 | $5.67K | Hold |
25
| – | – | ﹤0.01% | 605 |
|
2022
Q4 | $5.36K | Hold |
25
| – | – | ﹤0.01% | 628 |
|
2022
Q3 | $5K | Sell |
25
-1
| -4% | -$200 | ﹤0.01% | 591 |
|
2022
Q2 | $7K | Hold |
26
| – | – | ﹤0.01% | 580 |
|
2022
Q1 | $7K | Buy |
+26
| New | +$7K | ﹤0.01% | 580 |
|