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Beacon Capital Management LLC (Tennessee)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.65M Buy
41,094
+20,686
+101% +$2.49M 0.82% 14
2025
Q4 		$2.52M Buy
20,408
+2,293
+13% +$281K 0.39% 23
2025
Q3 		$2.19M Sell
18,115
-3,947
-18% -$454K 0.31% 27
2025
Q2 		$2.43M Sell
22,062
-9,724
-31% -$962K 0.33% 24
2025
Q1 		$2.95M Sell
31,786
-3,071
-9% -$310K 0.4% 23
2024
Q4 		$3.54M Sell
34,857
-877
-2% -$87.5K 0.46% 22
2024
Q3 		$3.42M Sell
35,734
-247
-0.7% -$22.8K 0.49% 18
2024
Q2 		$3.33M Sell
35,981
-139
-0.4% -$12K 0.61% 15
2024
Q1 		$3.05M Sell
36,120
-5,310
-13% -$427K 0.63% 15
2023
Q4 		$2.83M Sell
41,430
-1,004
-2% -$71.5K 0.8% 13
2023
Q3 		$2.99M Hold
42,434
– – 0.79% 13
2023
Q2 		$2.99M Sell
42,434
-4,185
-9% -$277K 0.79% 13
2023
Q1 		$2.98M Sell
46,619
-2,237
-5% -$137K 0.87% 15
2022
Q4 		$2.86M Buy
48,856
+235
+0.5% +$14.1K 0.97% 12
2022
Q3 		$2.93M Sell
48,621
-1,912
-4% -$124K 0.98% 15
2022
Q2 		$3.86M Sell
50,533
-1,304
-3% -$86.3K 0.96% 14
2022
Q1 		$3.96M Buy
+51,837
New +$3.89M 0.94% 14

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IVW Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its iShares S&P 500 Growth ETF (IVW) stake by 101% in Q1 2026, buying an estimated $2.49M and bringing the position to 41,094 shares worth $4.65M. The position accounts for 0.82% of the portfolio, ranked #14.

Beacon Capital Management LLC (Tennessee) first reported a position in IVW in Q1 2022 and has held it in 17 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 41,094 shares of iShares S&P 500 Growth ETF worth $4.65M as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) bought 20,686 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.49M.
  • iShares S&P 500 Growth ETF made up 0.82% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #14 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.