Beacon Capital Management LLC (Tennessee)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-450	Closed	-$111K	–	585
2025 Q2	$111K	Hold	450	–	–	0.02%	191
2025 Q1	$94.9K	Buy	450 +400	+800%	+$92K	0.01%	212
2024 Q4	$11.8K	Hold	50	–	–	﹤0.01%	568
2024 Q3	$11K	Sell	50 -75	-60%	-$16K	﹤0.01%	621
2024 Q2	$26.8K	Hold	125	–	–	﹤0.01%	401
2024 Q1	$24.4K	Hold	125	–	–	0.01%	420
2023 Q4	$19.2K	Buy	125 +75	+150%	+$12.3K	0.01%	388
2023 Q3	$7.93K	Hold	50	–	–	﹤0.01%	612
2023 Q2	$7.93K	Hold	50	–	–	﹤0.01%	612
2023 Q1	$6.95K	Hold	50	–	–	﹤0.01%	570
2022 Q4	$6.03K	Hold	50	–	–	﹤0.01%	601
2022 Q3	$6K	Hold	50	–	–	﹤0.01%	561
2022 Q2	$8K	Hold	50	–	–	﹤0.01%	562
2022 Q1	$8K	Buy	+50	New	+$7.79K	﹤0.01%	562

Other funds holding IWY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 450 shares — an estimated $111K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IWY in Q1 2022 and held it in 14 quarters. The position peaked at $111K in Q2 2025. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 450 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $111K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Russell Top 200 Growth ETF position peaked at $111K in Q2 2025.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

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