Beacon Capital Management LLC (Tennessee)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-168	Closed	-$22.2K	–	1141
2024 Q3	$22.2K	Buy	+168	New	+$21.4K	﹤0.01%	473
2023 Q4	–	Sell	-1,026	Closed	-$100K	–	1019
2023 Q3	$100K	Hold	1,026	–	–	0.03%	147
2023 Q2	$100K	Buy	+1,026	New	+$94.1K	0.03%	147
2023 Q1	–	Sell	-198	Closed	-$16.1K	–	976
2022 Q4	$16.1K	Hold	198	–	–	0.01%	411
2022 Q3	$17K	Hold	198	–	–	0.01%	380
2022 Q2	$21K	Hold	198	–	–	0.01%	379
2022 Q1	$21K	Buy	+198	New	+$20.6K	0.01%	379

Other funds holding IUSG

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s IUSG Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 168 shares — an estimated $22.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IUSG in Q1 2022 and held it in 7 quarters. The position peaked at $100K in Q3 2023. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 168 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $22.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 7 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Core S&P US Growth ETF position peaked at $100K in Q3 2023.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.