Beacon Capital Management LLC (Tennessee)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Buy |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $149K | Sell |
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|
2024
Q3 | $155K | Buy |
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|
2024
Q2 | $52.4K | Buy |
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|
2024
Q1 | $50.5K | Hold |
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|
2023
Q4 | $41.5K | Hold |
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|
2023
Q3 | $43.8K | Hold |
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|
2023
Q2 | $43.8K | Sell |
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|
2023
Q1 | $45.2K | Hold |
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|
2022
Q4 | $43.6K | Sell |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $116K | Buy |
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