Beacon Capital Management LLC (Tennessee)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2K | Buy |
600
+30
| +5% | +$4.16K | 0.01% | 241 |
|
|
2025
Q1 | $67K | Hold |
570
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $72.2K | Buy |
570
+1
| +0.2% | +$127 | 0.01% | 242 |
|
|
2024
Q3 | $66.8K | Sell |
569
-196
| -26% | -$23K | 0.01% | 275 |
|
|
2024
Q2 | $84.4K | Buy |
765
+188
| +33% | +$20.8K | 0.02% | 194 |
|
|
2024
Q1 | $65.9K | Buy |
577
+357
| +162% | +$40.7K | 0.01% | 241 |
|
|
2023
Q4 | $20.1K | Hold |
220
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $21.3K | Hold |
220
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $21.3K | Hold |
220
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $20K | Hold |
220
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $18.4K | Sell |
220
-20
| -8% | -$1.67K | 0.01% | 391 |
|
|
2022
Q3 | $19K | Sell |
240
-2
| -0.8% | -$158 | 0.01% | 355 |
|
|
2022
Q2 | $24K | Hold |
242
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $24K | Buy |
+242
| New | +$24K | 0.01% | 355 |
|