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Beacon Pointe Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Pointe Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.9M Buy
164,901
+85,087
+107% +$21.9M 0.22% 103
2025
Q4 		$19.6M Buy
79,814
+6,445
+9% +$1.58M 0.14% 165
2025
Q3 		$17.8M Sell
73,369
-8,363
-10% -$1.92M 0.15% 143
2025
Q2 		$17.6M Buy
81,732
+989
+1% +$199K 0.18% 121
2025
Q1 		$16.1M Buy
80,743
+3,164
+4% +$686K 0.18% 121
2024
Q4 		$17.1M Buy
77,579
+2,788
+4% +$636K 0.19% 120
2024
Q3 		$16.5M Sell
74,791
-2,280
-3% -$488K 0.19% 122
2024
Q2 		$15.6M Sell
77,071
-4,136
-5% -$836K 0.18% 122
2024
Q1 		$17.1M Sell
81,207
-1,275
-2% -$254K 0.19% 121
2023
Q4 		$16.6M Buy
82,482
+24,728
+43% +$4.43M 0.2% 122
2023
Q3 		$10.2M Buy
57,754
+2,151
+4% +$404K 0.13% 161
2023
Q2 		$10.4M Sell
55,603
-5,492
-9% -$979K 0.17% 119
2023
Q1 		$10.9M Sell
61,095
-2,365
-4% -$435K 0.19% 118
2022
Q4 		$11.1M Sell
63,460
-2,326
-4% -$414K 0.21% 108
2022
Q3 		$10.8M Sell
65,786
-6,064
-8% -$1.11M 0.24% 96
2022
Q2 		$12.2M Sell
71,850
-8,811
-11% -$1.62M 0.26% 93
2022
Q1 		$16.6M Buy
80,661
+16,892
+26% +$3.45M 0.23% 105
2021
Q4 		$14.2M Sell
63,769
-2,216
-3% -$501K 0.37% 64
2021
Q3 		$14.4M Buy
65,985
+7,351
+13% +$1.63M 0.36% 72
2021
Q2 		$13.4M Buy
58,634
+5,501
+10% +$1.24M 0.48% 49
2021
Q1 		$11.7M Buy
53,133
+7,986
+18% +$1.74M 0.72% 30
2020
Q4 		$8.86M Sell
45,147
-1,075
-2% -$188K 0.61% 36
2020
Q3 		$6.93M Sell
46,222
-3,336
-7% -$502K 0.67% 35
2020
Q2 		$7.1M Buy
49,558
+13,931
+39% +$1.83M 0.71% 35
2020
Q1 		$4.08M Buy
35,627
+32,006
+884% +$4.77M 0.65% 42
2019
Q4 		$598K Sell
3,621
-13,799
-79% -$2.18M 0.19% 112
2019
Q3 		$2.64M Sell
17,420
-126
-0.7% -$19.2K 1.14% 23
2019
Q2 		$2.73M Sell
17,546
-118
-0.7% -$18.2K 1% 24
2019
Q1 		$2.71M Sell
17,664
-650
-4% -$97.7K 1.02% 25
2018
Q4 		$2.45M Buy
+18,314
New +$2.73M 1.49% 17

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Beacon Pointe Advisors increased its iShares Russell 2000 ETF (IWM) stake by 107% in Q1 2026, buying an estimated $21.9M and bringing the position to 164,901 shares worth $40.9M. The position accounts for 0.22% of the portfolio, ranked #103.

Beacon Pointe Advisors first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Beacon Pointe Advisors held 164,901 shares of iShares Russell 2000 ETF worth $40.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 85,087 iShares Russell 2000 ETF shares in Q1 2026, an estimated $21.9M.
  • iShares Russell 2000 ETF made up 0.22% of Beacon Pointe Advisors's portfolio in Q1 2026, its #103 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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