BCMLT
IWM icon

Beacon Capital Management LLC (Tennessee)’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$686K Buy
2,284
+266
+13% +$74.7K 0.1% 78
2026
Q1 		$501K Buy
2,018
+356
+21% +$91.8K 0.09% 93
2025
Q4 		$409K Sell
1,662
-171
-9% -$42K 0.06% 89
2025
Q3 		$444K Sell
1,833
-15
-0.8% -$3.44K 0.06% 82
2025
Q2 		$399K Buy
1,848
+106
+6% +$21.3K 0.05% 83
2025
Q1 		$347K Sell
1,742
-84
-5% -$18.2K 0.05% 84
2024
Q4 		$403K Buy
1,826
+496
+37% +$113K 0.05% 75
2024
Q3 		$294K Buy
1,330
+459
+53% +$98.2K 0.04% 92
2024
Q2 		$177K Sell
871
-151
-15% -$30.5K 0.03% 111
2024
Q1 		$215K Sell
1,022
-373
-27% -$74.4K 0.04% 102
2023
Q4 		$247K Sell
1,395
-338
-20% -$60.6K 0.07% 69
2023
Q3 		$324K Hold
1,733
– – 0.09% 58
2023
Q2 		$324K Sell
1,733
-53
-3% -$9.45K 0.09% 58
2023
Q1 		$319K Sell
1,786
-182
-9% -$33.5K 0.09% 58
2022
Q4 		$343K Sell
1,968
-442
-18% -$78.6K 0.12% 57
2022
Q3 		$408K Sell
2,410
-1,331
-36% -$243K 0.14% 52
2022
Q2 		$768K Hold
3,741
– – 0.19% 38
2022
Q1 		$768K Buy
+3,741
New +$763K 0.18% 38

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, buying an estimated $74.7K and bringing the position to 2,284 shares worth $686K. The position accounts for 0.1% of the portfolio, ranked #78.

Beacon Capital Management LLC (Tennessee) first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. The position peaked at $768K in Q2 2022. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 2,284 shares of iShares Russell 2000 ETF worth $686K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 266 iShares Russell 2000 ETF shares in Q2 2026, an estimated $74.7K.
  • iShares Russell 2000 ETF made up 0.1% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #78 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s iShares Russell 2000 ETF position peaked at $768K in Q2 2022.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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