Beacon Capital Management LLC (Tennessee)’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+507	New	+$201K	0.03%	166
2025 Q3	–	Sell	-389	Closed	-$132K	–	577
2025 Q2	$132K	Buy	389 +37	+11%	+$11.6K	0.02%	168
2025 Q1	$108K	Sell	352 -21	-6%	-$6.79K	0.01%	190
2024 Q4	$120K	Buy	373 +1	+0.3%	+$324	0.02%	166
2024 Q3	$117K	Hold	372	–	–	0.02%	173
2024 Q2	$111K	Buy	372 +65	+21%	+$18.7K	0.02%	161
2024 Q1	$88.4K	Hold	307	–	–	0.02%	185
2023 Q4	$72.1K	Hold	307	–	–	0.02%	169
2023 Q3	$74.8K	Hold	307	–	–	0.02%	187
2023 Q2	$74.8K	Hold	307	–	–	0.02%	187
2023 Q1	$69.1K	Hold	307	–	–	0.02%	181
2022 Q4	$64.6K	Buy	307 +90	+41%	+$19.1K	0.02%	193
2022 Q3	$46K	Hold	217	–	–	0.02%	217
2022 Q2	$55K	Hold	217	–	–	0.01%	223
2022 Q1	$55K	Buy	+217	New	+$53.6K	0.01%	223

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Beacon Capital Management LLC (Tennessee) opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 507 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in IWB as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in IWB in Q1 2022 and has held it in 15 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 507 shares of iShares Russell 1000 ETF worth $207K as of Q2 2026.
iShares Russell 1000 ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #166 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 15 quarters since.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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