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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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.