Beacon Capital Management LLC (Tennessee)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,274	Closed	-$79K	–	550
2025 Q2	$79K	Sell	1,274 -980	-43%	-$57.5K	0.01%	251
2025 Q1	$132K	Buy	2,254 +5	+0.2%	+$311	0.02%	159
2024 Q4	$140K	Sell	2,249 -425	-16%	-$27.3K	0.02%	150
2024 Q3	$167K	Buy	2,674 +1,809	+209%	+$109K	0.02%	137
2024 Q2	$50.6K	Buy	865 +85	+11%	+$4.99K	0.01%	286
2024 Q1	$47.4K	Sell	780 -45	-5%	-$2.55K	0.01%	303
2023 Q4	$41.1K	Sell	825 -275	-25%	-$13.9K	0.01%	257
2023 Q3	$57.5K	Hold	1,100	–	–	0.02%	225
2023 Q2	$57.5K	Sell	1,100 -610	-36%	-$30.3K	0.02%	225
2023 Q1	$85.6K	Buy	1,710 +110	+7%	+$5.6K	0.03%	160
2022 Q4	$77.4K	Buy	1,600 +65	+4%	+$3.14K	0.03%	172
2022 Q3	$70K	Hold	1,535	–	–	0.02%	177
2022 Q2	$82K	Hold	1,535	–	–	0.02%	178
2022 Q1	$82K	Buy	+1,535	New	+$81.7K	0.02%	178

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IJH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 1,274 shares — an estimated $79K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IJH in Q1 2022 and held it in 14 quarters. The position peaked at $167K in Q3 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,274 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $79K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Core S&P Mid-Cap ETF position peaked at $167K in Q3 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.