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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IWM Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2026, buying an estimated $91.8K and bringing the position to 2,018 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #93.

Beacon Capital Management LLC (Tennessee) first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $768K in Q2 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 2,018 shares of iShares Russell 2000 ETF worth $501K as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) bought 356 iShares Russell 2000 ETF shares in Q1 2026, an estimated $91.8K.
  • iShares Russell 2000 ETF made up 0.09% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #93 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s iShares Russell 2000 ETF position peaked at $768K in Q2 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.