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

Beacon Capital Management LLC (Tennessee)’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Buy
3,564
+315
+10% +$33.1K 0.06% 113
2026
Q1 		$316K Buy
3,249
+484
+18% +$48.3K 0.06% 124
2025
Q4 		$266K Buy
2,765
+327
+13% +$31.4K 0.04% 127
2025
Q3 		$235K Buy
2,438
+194
+9% +$18.4K 0.03% 121
2025
Q2 		$206K Buy
2,244
+220
+11% +$19K 0.03% 123
2025
Q1 		$172K Buy
2,024
+344
+20% +$30.7K 0.02% 132
2024
Q4 		$149K Sell
1,680
-73
-4% -$6.63K 0.02% 143
2024
Q3 		$155K Buy
1,753
+1,107
+171% +$93.3K 0.02% 145
2024
Q2 		$52.4K Buy
646
+46
+8% +$3.74K 0.01% 280
2024
Q1 		$50.5K Hold
600
– – 0.01% 297
2023
Q4 		$41.5K Hold
600
– – 0.01% 253
2023
Q3 		$43.8K Hold
600
– – 0.01% 267
2023
Q2 		$43.8K Sell
600
-47
-7% -$3.27K 0.01% 267
2023
Q1 		$45.2K Hold
647
– – 0.01% 236
2022
Q4 		$43.6K Sell
647
-837
-56% -$56.4K 0.01% 243
2022
Q3 		$96K Hold
1,484
– – 0.03% 142
2022
Q2 		$116K Hold
1,484
– – 0.03% 140
2022
Q1 		$116K Buy
+1,484
New +$114K 0.03% 140

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 IWR Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.7% in Q2 2026, buying an estimated $33.1K and bringing the position to 3,564 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #113.

Beacon Capital Management LLC (Tennessee) first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 3,564 shares of iShares Russell Mid-Cap ETF worth $393K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 315 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $33.1K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #113 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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