Beacon Capital Management LLC (Tennessee)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5K | Buy |
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|
2025
Q1 | $28.2K | Hold |
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|
2024
Q4 | $29.7K | Hold |
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|
2024
Q3 | $28.9K | Sell |
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|
2024
Q2 | $34K | Buy |
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|
2024
Q1 | $26.4K | Hold |
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|
2023
Q4 | $21.6K | Hold |
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|
2023
Q3 | $22.4K | Hold |
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|
2023
Q2 | $22.4K | Hold |
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|
2023
Q1 | $20.7K | Hold |
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|
2022
Q4 | $19.4K | Sell |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $23K | Buy |
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