Beacon Capital Management Inc (Ohio)’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-32	Closed	-$7.88K	–	149
2025 Q4	$7.88K	Sell	32 -71	-69%	-$17.5K	﹤0.01%	91
2025 Q3	$24.9K	Sell	103 -61	-37%	-$14K	﹤0.01%	76
2025 Q2	$35.4K	Buy	+164	New	+$33K	﹤0.01%	58
2021 Q4	–	Sell	-9	Closed	-$2K	–	76
2021 Q3	$2K	Buy	+9	New	+$2K	﹤0.01%	78
2019 Q3	–	Sell	-2	Closed	–	–	104
2019 Q2	$0	Buy	+2	New	+$308	﹤0.01%	129
2017 Q4	–	Sell	-27	Closed	-$4K	–	112
2017 Q3	$4K	Buy	+27	New	+$3.8K	﹤0.01%	57
2016 Q1	–	Sell	-5	Closed	-$1K	–	265
2015 Q4	$1K	Buy	+5	New	+$577	﹤0.01%	223
2015 Q2	–	Sell	-41	Closed	-$5K	–	247
2015 Q1	$5K	Buy	+41	New	+$4.94K	﹤0.01%	188

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IWM Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 32 shares — an estimated $7.88K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IWM in Q1 2015 and held it in 8 quarters. The position peaked at $35.4K in Q2 2025. 2,583 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 32 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.88K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 8 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Russell 2000 ETF position peaked at $35.4K in Q2 2025.
2,583 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.