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

Beacon Capital Management LLC (Tennessee)’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Sell
1,393
-466
-25% -$64K 0.03% 168
2026
Q1 		$231K Sell
1,859
-186
-9% -$23.6K 0.04% 150
2025
Q4 		$246K Buy
+2,045
New +$245K 0.04% 134
2025
Q3 		– Sell
-1,802
Closed -$197K – 551
2025
Q2 		$197K Sell
1,802
-521
-22% -$53.9K 0.03% 127
2025
Q1 		$243K Sell
2,323
-369
-14% -$41.6K 0.03% 110
2024
Q4 		$310K Buy
2,692
+4
+0.1% +$478 0.04% 90
2024
Q3 		$314K Buy
2,688
+194
+8% +$21.9K 0.04% 89
2024
Q2 		$266K Sell
2,494
-694
-22% -$74.3K 0.05% 85
2024
Q1 		$352K Sell
3,188
-743
-19% -$78.9K 0.07% 65
2023
Q4 		$371K Sell
3,931
-672
-15% -$64.8K 0.1% 50
2023
Q3 		$459K Hold
4,603
– – 0.12% 46
2023
Q2 		$459K Sell
4,603
-165
-3% -$15.7K 0.12% 46
2023
Q1 		$461K Buy
4,768
+6
+0.1% +$600 0.13% 46
2022
Q4 		$451K Sell
4,762
-807
-14% -$77.4K 0.15% 47
2022
Q3 		$515K Sell
5,569
-2,745
-33% -$267K 0.17% 44
2022
Q2 		$897K Hold
8,314
– – 0.22% 34
2022
Q1 		$897K Buy
+8,314
New +$897K 0.21% 34

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IJR Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q2 2026, selling an estimated $64K and leaving 1,393 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #168.

Beacon Capital Management LLC (Tennessee) first reported a position in IJR in Q1 2022 and has held it in 17 quarters since. The position peaked at $897K in Q2 2022. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 1,393 shares of iShares Core S&P Small-Cap ETF worth $207K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 466 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $64K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #168 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s iShares Core S&P Small-Cap ETF position peaked at $897K in Q2 2022.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.