Beacon Capital Management LLC (Tennessee)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-600
Closed -$83.2K – 581
2025
Q2
$83.2K Buy
600
+30
+5% +$3.79K 0.01% 241
2025
Q1
$67K Hold
570
– – 0.01% 264
2024
Q4
$72.2K Buy
570
+1
+0.2% +$127 0.01% 242
2024
Q3
$66.8K Sell
569
-196
-26% -$21.9K 0.01% 275
2024
Q2
$84.4K Buy
765
+188
+33% +$20.7K 0.02% 194
2024
Q1
$65.9K Buy
577
+357
+162% +$38.6K 0.01% 241
2023
Q4
$20.1K Hold
220
– – 0.01% 376
2023
Q3
$21.3K Hold
220
– – 0.01% 397
2023
Q2
$21.3K Hold
220
– – 0.01% 397
2023
Q1
$20K Hold
220
– – 0.01% 362
2022
Q4
$18.4K Sell
220
-20
-8% -$1.68K 0.01% 391
2022
Q3
$19K Sell
240
-2
-0.8% -$172 0.01% 355
2022
Q2
$24K Hold
242
– – 0.01% 355
2022
Q1
$24K Buy
+242
New +$24.1K 0.01% 355

Other funds holding IWP

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

Beacon Capital Management LLC (Tennessee) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 600 shares — an estimated $83.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IWP in Q1 2022 and held it in 14 quarters. The position peaked at $84.4K in Q2 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 600 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $83.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares Russell Mid-Cap Growth ETF position peaked at $84.4K in Q2 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

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