Beacon Capital Management LLC (Tennessee)’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-271	Closed	-$36K	–	553
2025 Q2	$36K	Buy	271 +241	+803%	+$30.2K	﹤0.01%	401
2025 Q1	$3.75K	Hold	30	–	–	﹤0.01%	832
2024 Q4	$4.07K	Hold	30	–	–	﹤0.01%	773
2024 Q3	$4.18K	Hold	30	–	–	﹤0.01%	856
2024 Q2	$3.85K	Hold	30	–	–	﹤0.01%	761
2024 Q1	$3.92K	Hold	30	–	–	﹤0.01%	753
2023 Q4	$3.29K	Hold	30	–	–	﹤0.01%	721
2023 Q3	$3.45K	Hold	30	–	–	﹤0.01%	759
2023 Q2	$3.45K	Sell	30 -6	-17%	-$655	﹤0.01%	759
2023 Q1	$3.96K	Hold	36	–	–	﹤0.01%	674
2022 Q4	$3.89K	Buy	36 +6	+20%	+$660	﹤0.01%	694
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	682
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	675
2022 Q1	$4K	Buy	+30	New	+$3.78K	﹤0.01%	676

Other funds holding IJT

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 271 shares — an estimated $36K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IJT in Q1 2022 and held it in 14 quarters. The position peaked at $36K in Q2 2025. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 271 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $36K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares S&P Small-Cap 600 Growth ETF position peaked at $36K in Q2 2025.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

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