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

Beacon Pointe Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.4M Sell
338,727
-74,368
-18% -$16.3M 0.38% 59
2025
Q4 		$86.9M Buy
413,095
+181,472
+78% +$37.5M 0.61% 34
2025
Q3 		$47.2M Buy
231,623
+150,813
+187% +$30M 0.4% 48
2025
Q2 		$15.7M Sell
80,810
-3,472
-4% -$643K 0.16% 132
2025
Q1 		$15.9M Sell
84,282
-209,129
-71% -$39.8M 0.18% 124
2024
Q4 		$54.3M Buy
293,411
+215,077
+275% +$41.3M 0.6% 33
2024
Q3 		$14.9M Sell
78,334
-5,606
-7% -$1.02M 0.17% 129
2024
Q2 		$14.6M Buy
83,940
+13,002
+18% +$2.27M 0.17% 130
2024
Q1 		$12.7M Sell
70,938
-2,822
-4% -$477K 0.14% 147
2023
Q4 		$12.2M Sell
73,760
-1,702
-2% -$263K 0.15% 148
2023
Q3 		$11.5M Buy
75,462
+13,758
+22% +$2.18M 0.14% 150
2023
Q2 		$9.74M Buy
61,704
+7,453
+14% +$1.14M 0.16% 128
2023
Q1 		$8.26M Sell
54,251
-7,293
-12% -$1.13M 0.14% 151
2022
Q4 		$9.33M Buy
61,544
+15,169
+33% +$2.27M 0.18% 124
2022
Q3 		$6.31M Buy
46,375
+5,200
+13% +$781K 0.14% 148
2022
Q2 		$5.97M Sell
41,175
-14,363
-26% -$2.25M 0.13% 159
2022
Q1 		$9.22M Buy
55,538
+17,972
+48% +$2.95M 0.13% 163
2021
Q4 		$6.31M Sell
37,566
-14,407
-28% -$2.36M 0.16% 122
2021
Q3 		$8.13M Sell
51,973
-4,220
-8% -$677K 0.2% 123
2021
Q2 		$8.91M Sell
56,193
-4,917
-8% -$778K 0.32% 81
2021
Q1 		$9.26M Buy
61,110
+7,211
+13% +$1.04M 0.57% 41
2020
Q4 		$7.37M Buy
53,899
+340
+0.6% +$43.6K 0.5% 46
2020
Q3 		$6.33M Buy
53,559
+1,436
+3% +$170K 0.61% 41
2020
Q2 		$5.87M Sell
52,123
-9,919
-16% -$1.09M 0.59% 41
2020
Q1 		$6.15M Buy
62,042
+55,509
+850% +$6.92M 0.98% 25
2019
Q4 		$890K Buy
6,533
+1,346
+26% +$177K 0.28% 80
2019
Q3 		$666K Sell
5,187
-711
-12% -$90.4K 0.29% 82
2019
Q2 		$750K Buy
5,898
+1,502
+34% +$188K 0.27% 90
2019
Q1 		$543K Sell
4,396
-1,905
-30% -$229K 0.2% 109
2018
Q4 		$702K Buy
+6,301
New +$755K 0.43% 68

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q1 2026, selling an estimated $16.3M and leaving 338,727 shares worth $72.4M. The position accounts for 0.38% of the portfolio, ranked #59.

Beacon Pointe Advisors first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. The position peaked at $86.9M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Beacon Pointe Advisors held 338,727 shares of iShares Russell 1000 Value ETF worth $72.4M as of Q1 2026.
  • Beacon Pointe Advisors sold 74,368 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $16.3M.
  • iShares Russell 1000 Value ETF made up 0.38% of Beacon Pointe Advisors's portfolio in Q1 2026, its #59 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's iShares Russell 1000 Value ETF position peaked at $86.9M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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