ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,326 Value ($000) $3,299 Avg Close Range
Q3 2025
Shares 39,687 Value ($000) $3,283 Avg Close Range
Q2 2025
Shares 31,410 Value ($000) $2,520 Avg Close Range
Q1 2025
Shares 25,535 Value ($000) $1,824 Avg Close Range
Q4 2024
Shares 23,246 Value ($000) $1,756 Avg Close Range
Q3 2024
Shares 18,008 Value ($000) $1,314 Avg Close Range
Q2 2024
Shares 13,781 Value ($000) $934 Avg Close Range
Q3 2022
Shares 4,281 Value ($000) $216 Avg Close Range
Q2 2022
Shares 4,336 Value ($000) $225 Avg Close Range
Q1 2022
Shares 10,187 Value ($000) $655 Avg Close Range
Q4 2021
Shares 9,693 Value ($000) $710 Avg Close Range
Q3 2021
Shares 9,211 Value ($000) $634 Avg Close Range
Q2 2021
Shares 9,329 Value ($000) $643 Avg Close Range
Q1 2021
Shares 2,106 Value ($000) $796 Avg Close Range
Q4 2020
Shares 2,080 Value ($000) $796 Avg Close Range
Q3 2020
Shares 2,438 Value ($000) $781 Avg Close Range
Q2 2020
Shares 2,486 Value ($000) $750 Avg Close Range