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Beacon Pointe Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Beacon Pointe Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.2M Buy
146,399
+31,266
+27% +$11.7M 0.28% 82
2025
Q4 		$43M Buy
115,133
+10,849
+10% +$4.02M 0.3% 73
2025
Q3 		$38.1M Sell
104,284
-12,202
-10% -$4.3M 0.32% 64
2025
Q2 		$39.6M Buy
116,486
+1,066
+0.9% +$335K 0.41% 45
2025
Q1 		$35.4M Buy
115,420
+993
+0.9% +$321K 0.4% 47
2024
Q4 		$36.9M Buy
114,427
+2,974
+3% +$963K 0.41% 47
2024
Q3 		$35M Sell
111,453
-11,210
-9% -$3.39M 0.4% 51
2024
Q2 		$36.5M Buy
122,663
+3,263
+3% +$937K 0.43% 47
2024
Q1 		$34.4M Buy
119,400
+3,490
+3% +$957K 0.38% 49
2023
Q4 		$30.4M Sell
115,910
-6,783
-6% -$1.66M 0.36% 53
2023
Q3 		$28.8M Buy
122,693
+10,692
+10% +$2.62M 0.36% 58
2023
Q2 		$27.3M Buy
112,001
+2,632
+2% +$606K 0.45% 50
2023
Q1 		$24.6M Sell
109,369
-3,054
-3% -$672K 0.42% 54
2022
Q4 		$23.7M Sell
112,423
-3,207
-3% -$679K 0.46% 51
2022
Q3 		$22.8M Sell
115,630
-1,388
-1% -$304K 0.51% 42
2022
Q2 		$24.3M Sell
117,018
-6,295
-5% -$1.42M 0.51% 42
2022
Q1 		$30.8M Buy
123,313
+28,563
+30% +$7.05M 0.42% 52
2021
Q4 		$25.1M Sell
94,750
-31,558
-25% -$8.12M 0.65% 32
2021
Q3 		$30.5M Buy
126,308
+20,815
+20% +$5.17M 0.75% 25
2021
Q2 		$25.5M Buy
105,493
+15,206
+17% +$3.58M 0.9% 18
2021
Q1 		$20.2M Buy
90,287
+9
+0% +$1.97K 1.24% 14
2020
Q4 		$19.1M Buy
90,278
+1,727
+2% +$345K 1.31% 14
2020
Q3 		$16.6M Sell
88,551
-8,408
-9% -$1.55M 1.6% 11
2020
Q2 		$16.6M Buy
96,959
+3,889
+4% +$629K 1.67% 10
2020
Q1 		$13.2M Buy
93,070
+89,132
+2,263% +$15.1M 2.1% 8
2019
Q4 		$702K Buy
3,938
+184
+5% +$31.4K 0.22% 95
2019
Q3 		$616K Buy
3,754
+109
+3% +$17.9K 0.27% 89
2019
Q2 		$595K Buy
3,645
+575
+19% +$92.1K 0.22% 109
2019
Q1 		$484K Sell
3,070
-490
-14% -$74.1K 0.18% 115
2018
Q4 		$494K Buy
+3,560
New +$533K 0.3% 93

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beacon Pointe Advisors's IWB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Russell 1000 ETF (IWB) stake by 27% in Q1 2026, buying an estimated $11.7M and bringing the position to 146,399 shares worth $52.2M. The position accounts for 0.28% of the portfolio, ranked #82.

Beacon Pointe Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Beacon Pointe Advisors held 146,399 shares of iShares Russell 1000 ETF worth $52.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 31,266 iShares Russell 1000 ETF shares in Q1 2026, an estimated $11.7M.
  • iShares Russell 1000 ETF made up 0.28% of Beacon Pointe Advisors's portfolio in Q1 2026, its #82 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.