Beacon Capital Management LLC (Tennessee)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,486	Closed	-$119K	–	554
2025 Q2	$119K	Sell	1,486 -50	-3%	-$3.72K	0.02%	178
2025 Q1	$110K	Hold	1,536	–	–	0.01%	189
2024 Q4	$116K	Hold	1,536	–	–	0.02%	168
2024 Q3	$112K	Hold	1,536	–	–	0.02%	182
2024 Q2	$104K	Hold	1,536	–	–	0.02%	165
2024 Q1	$109K	Buy	+1,536	New	+$102K	0.02%	164

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 1,486 shares — an estimated $119K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IMCG in Q1 2024 and held it in 6 quarters. The position peaked at $119K in Q2 2025. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,486 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $119K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $119K in Q2 2025.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

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