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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
2025
Q3 		– Sell
-1,100
Closed -$237K – 1455
2025
Q2 		$237K Hold
1,100
– – ﹤0.01% 1137
2025
Q1 		$219K Hold
1,100
– – ﹤0.01% 1123
2024
Q4 		$243K Buy
+1,100
New +$251K ﹤0.01% 1086
2024
Q1 		– Sell
-2,500
Closed -$502K – 1379
2023
Q4 		$502K Buy
+2,500
New +$448K 0.01% 900

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.