Beacon Capital Management LLC (Tennessee)’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17	Closed	-$2.6K	–	578
2025 Q2	$2.6K	Hold	17	–	–	﹤0.01%	859
2025 Q1	$2.34K	Buy	+17	New	+$2.47K	﹤0.01%	910
2023 Q1	–	Sell	-34	Closed	-$3.04K	–	978
2022 Q4	$3.04K	Buy	34 +1	+3%	+$91	﹤0.01%	735
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	684
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	676
2022 Q1	$4K	Buy	+33	New	+$3.52K	﹤0.01%	677

Other funds holding IWL

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

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 17 shares — an estimated $2.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IWL in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 17 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $2.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell Top 200 ETF in Q1 2022 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Russell Top 200 ETF position peaked at $4K in Q2 2022.
203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

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