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

Beacon Pointe Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150M Buy
1,404,324
+215,324
+18% +$24.4M 0.79% 23
2025
Q4 		$141M Sell
1,189,000
-68,604
-5% -$8.13M 0.99% 18
2025
Q3 		$147M Buy
1,257,604
+390,340
+45% +$43.5M 1.25% 14
2025
Q2 		$92.1M Buy
867,264
+8,728
+1% +$835K 0.96% 20
2025
Q1 		$77.5M Sell
858,536
-67,068
-7% -$6.62M 0.87% 22
2024
Q4 		$92.9M Buy
925,604
+85,188
+10% +$8.38M 1.03% 17
2024
Q3 		$78.9M Sell
840,416
-13,120
-2% -$1.19M 0.91% 18
2024
Q2 		$77.8M Buy
853,536
+49,948
+6% +$4.26M 0.92% 18
2024
Q1 		$67.7M Buy
803,588
+91,676
+13% +$7.39M 0.75% 24
2023
Q4 		$54M Sell
711,912
-57,440
-7% -$4.06M 0.64% 30
2023
Q3 		$51.2M Buy
769,352
+26,016
+3% +$1.8M 0.64% 32
2023
Q2 		$51.1M Buy
743,336
+49,136
+7% +$3.12M 0.84% 20
2023
Q1 		$42.4M Sell
694,200
-3,640
-0.5% -$210K 0.72% 24
2022
Q4 		$37.4M Buy
697,840
+66,008
+10% +$3.63M 0.73% 29
2022
Q3 		$33.2M Buy
631,832
+43,104
+7% +$2.53M 0.74% 26
2022
Q2 		$32.2M Sell
588,728
-119,732
-17% -$7.19M 0.68% 26
2022
Q1 		$49.2M Buy
708,460
+80,352
+13% +$5.49M 0.67% 25
2021
Q4 		$48M Sell
628,108
-41,004
-6% -$3.04M 1.25% 14
2021
Q3 		$45.8M Sell
669,112
-29,928
-4% -$2.12M 1.13% 15
2021
Q2 		$47.4M Buy
699,040
+17,332
+3% +$1.12M 1.68% 9
2021
Q1 		$41.4M Sell
681,708
-26,048
-4% -$1.59M 2.55% 7
2020
Q4 		$42.7M Buy
707,756
+19,196
+3% +$1.09M 2.92% 5
2020
Q3 		$37.3M Buy
688,560
+237,732
+53% +$12.5M 3.61% 4
2020
Q2 		$21.6M Buy
450,828
+9,580
+2% +$422K 2.17% 8
2020
Q1 		$16.6M Buy
441,248
+375,876
+575% +$16.2M 2.65% 7
2019
Q4 		$2.88M Sell
65,372
-6,076
-9% -$254K 0.89% 26
2019
Q3 		$2.85M Sell
71,448
-25,348
-26% -$1.02M 1.23% 18
2019
Q2 		$3.81M Buy
96,796
+33,368
+53% +$1.29M 1.39% 16
2019
Q1 		$2.4M Sell
63,428
-12,916
-17% -$464K 0.9% 31
2018
Q4 		$2.5M Buy
+76,344
New +$2.69M 1.52% 15

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Beacon Pointe Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q1 2026, buying an estimated $24.4M and bringing the position to 1,404,324 shares worth $150M. The position accounts for 0.79% of the portfolio, ranked #23.

Beacon Pointe Advisors first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Beacon Pointe Advisors held 1,404,324 shares of iShares Russell 1000 Growth ETF worth $150M as of Q1 2026.
  • Beacon Pointe Advisors bought 215,324 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $24.4M.
  • iShares Russell 1000 Growth ETF made up 0.79% of Beacon Pointe Advisors's portfolio in Q1 2026, its #23 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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