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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-107	Closed	-$30.5K	–	580
2025 Q2	$30.5K	Hold	107	–	–	﹤0.01%	418
2025 Q1	$27.3K	Sell	107 -25	-19%	-$7.06K	﹤0.01%	419
2024 Q4	$37.9K	Buy	132 +1	+0.8%	+$296	﹤0.01%	346
2024 Q3	$37.2K	Hold	131	–	–	0.01%	372
2024 Q2	$34.4K	Hold	131	–	–	0.01%	351
2024 Q1	$35.5K	Buy	131 +106	+424%	+$27.1K	0.01%	356
2023 Q4	$5.6K	Hold	25	–	–	﹤0.01%	631
2023 Q3	$6.07K	Hold	25	–	–	﹤0.01%	658
2023 Q2	$6.07K	Hold	25	–	–	﹤0.01%	658
2023 Q1	$5.67K	Hold	25	–	–	﹤0.01%	604
2022 Q4	$5.36K	Hold	25	–	–	﹤0.01%	628
2022 Q3	$5K	Sell	25 -1	-4%	-$225	﹤0.01%	591
2022 Q2	$7K	Hold	26	–	–	﹤0.01%	581
2022 Q1	$7K	Buy	+26	New	+$6.66K	﹤0.01%	581

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 IWO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 107 shares — an estimated $30.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IWO in Q1 2022 and held it in 14 quarters. The position peaked at $37.9K in Q4 2024. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 107 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $30.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Russell 2000 Growth ETF position peaked at $37.9K in Q4 2024.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

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