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
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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 389 shares — an estimated $132K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IWB in Q1 2022 and held it in 14 quarters. The position peaked at $132K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 389 iShares Russell 1000 ETF shares in Q3 2025, an estimated $132K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Russell 1000 ETF position peaked at $132K in Q2 2025.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

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