Beacon Capital Management LLC (Tennessee)’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Buy |
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2025
Q1 | $25K | Buy |
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2024
Q4 | $24.8K | Buy |
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2024
Q3 | $24.3K | Buy |
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2024
Q2 | $22.1K | Buy |
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|
2024
Q1 | $20.8K | Hold |
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|
2023
Q4 | $18.3K | Hold |
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|
2023
Q3 | $19K | Hold |
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|
2023
Q2 | $19K | Hold |
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|
2023
Q1 | $19.2K | Hold |
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|
2022
Q4 | $19.2K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $21K | Buy |
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