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 Q2	$181M	Buy	1,460,176 +55,852	+4%	+$6.73M	0.84%	21
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Advisors's IWF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q2 2026, buying an estimated $6.73M and bringing the position to 1,460,176 shares worth $181M. The position accounts for 0.84% of the portfolio, ranked #21.

Beacon Pointe Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Beacon Pointe Advisors held 1,460,176 shares of iShares Russell 1000 Growth ETF worth $181M as of Q2 2026.
Beacon Pointe Advisors bought 55,852 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.73M.
iShares Russell 1000 Growth ETF made up 0.84% of Beacon Pointe Advisors's portfolio in Q2 2026, its #21 holding.
Beacon Pointe Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.