Beacon Capital Management LLC (Tennessee)’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Hold |
94
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $13.2K | Hold |
94
| – | – | ﹤0.01% | 565 |
|
|
2024
Q4 | $15K | Sell |
94
-9
| -9% | -$1.44K | ﹤0.01% | 527 |
|
|
2024
Q3 | $15.6K | Buy |
+103
| New | +$15.6K | ﹤0.01% | 548 |
|
|
2023
Q1 | – | Sell |
-164
| Closed | -$12.2K | – | 982 |
|
|
2022
Q4 | $12.2K | Hold |
164
| – | – | ﹤0.01% | 464 |
|
|
2022
Q3 | $13K | Hold |
164
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $17K | Hold |
164
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $17K | Buy |
+164
| New | +$17K | ﹤0.01% | 430 |
|