Ownership history in BEAM WEALTH ADVISORS, INC. · 20 quarters on record
This page tracks every 13F SEC filing in which BEAM WEALTH ADVISORS, INC. reported a position in ISHARES TR (ISCG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 77,812 | +7,166 | +10.1% | 1.18% | $4.3M | $55.38 |
| 2025 Q3 | ADDED | 70,646 | +11,097 | +18.6% | 1.05% | $3.8M | $54.13 |
| 2025 Q2 | ADDED | 59,549 | +23,049 | +63.1% | 0.88% | $3.0M | $49.51 |
| 2025 Q1 | ADDED | 36,500 | +6,522 | +21.8% | 0.55% | $1.6M | $44.75 |
| 2024 Q4 | ADDED | 29,978 | +784 | +2.7% | 0.47% | $1.5M | $49.06 |
| 2024 Q3 | ADDED | 29,194 | +888 | +3.1% | 0.43% | $1.4M | $48.37 |
| 2024 Q2 | ADDED | 28,306 | +1,818 | +6.9% | 0.43% | $1.3M | $44.86 |
| 2024 Q1 | ADDED | 26,488 | +60 | +0.2% | 0.74% | $1.2M | $45.87 |
| 2023 Q4 | ADDED | 26,428 | +1,971 | +8.1% | 0.74% | $1.2M | $43.28 |
| 2023 Q3 | ADDED | 24,457 | +18,788 | +331.4% | 0.67% | $948K | $38.06 |
As of 2025 Q4 — sorted by position size