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

Beacon Capital Management LLC (Tennessee)’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
9,874
+270
+3% +$32.5K 0.18% 57
2026
Q1 		$1.02M Buy
9,604
+208
+2% +$23.6K 0.18% 57
2025
Q4 		$1.11M Buy
9,396
+8
+0.1% +$948 0.17% 44
2025
Q3 		$1.1M Sell
9,388
-20
-0.2% -$2.23K 0.16% 44
2025
Q2 		$998K Buy
9,408
+12
+0.1% +$1.15K 0.13% 39
2025
Q1 		$848K Buy
9,396
+8
+0.1% +$789 0.11% 44
2024
Q4 		$942K Buy
9,388
+12
+0.1% +$1.18K 0.12% 39
2024
Q3 		$880K Sell
9,376
-344
-4% -$31.2K 0.13% 36
2024
Q2 		$886K Buy
9,720
+1,828
+23% +$156K 0.16% 33
2024
Q1 		$665K Sell
7,892
-4
-0.1% -$322 0.14% 41
2023
Q4 		$525K Buy
7,896
+136
+2% +$9.62K 0.15% 42
2023
Q3 		$534K Hold
7,760
– – 0.14% 39
2023
Q2 		$534K Sell
7,760
-28
-0.4% -$1.78K 0.14% 39
2023
Q1 		$476K Hold
7,788
– – 0.14% 43
2022
Q4 		$417K Sell
7,788
-2,400
-24% -$132K 0.14% 50
2022
Q3 		$557K Hold
10,188
– – 0.19% 40
2022
Q2 		$707K Hold
10,188
– – 0.18% 40
2022
Q1 		$707K Buy
+10,188
New +$695K 0.17% 40

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, buying an estimated $32.5K and bringing the position to 9,874 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #57.

Beacon Capital Management LLC (Tennessee) first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 9,874 shares of iShares Russell 1000 Growth ETF worth $1.23M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 270 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $32.5K.
  • iShares Russell 1000 Growth ETF made up 0.18% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #57 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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