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 Q4	–	Sell	-1,100	Closed	-$266K	–	1537
2025 Q3	$266K	Hold	1,100	–	–	﹤0.01%	1225
2025 Q2	$237K	Hold	1,100	–	–	﹤0.01%	1138
2025 Q1	$219K	Hold	1,100	–	–	﹤0.01%	1124
2024 Q4	$243K	Sell	1,100 -1,400	-56%	-$319K	﹤0.01%	1087
2024 Q3	$552K	Buy	+2,500	New	+$535K	0.01%	814
2024 Q1	–	Sell	-2,500	Closed	-$502K	–	1380
2023 Q4	$502K	Buy	+2,500	New	+$448K	0.01%	901

Other funds holding IWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, selling an estimated $9M and leaving 132,878 shares worth $39.9M. The position accounts for 0.19% of the portfolio, ranked #117.

Beacon Pointe Advisors first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $40.9M in Q1 2026. 2,751 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Beacon Pointe Advisors held 132,878 shares of iShares Russell 2000 ETF worth $39.9M as of Q2 2026.
Beacon Pointe Advisors sold 32,023 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9M.
iShares Russell 2000 ETF made up 0.19% of Beacon Pointe Advisors's portfolio in Q2 2026, its #117 holding.
Beacon Pointe Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
Beacon Pointe Advisors's iShares Russell 2000 ETF position peaked at $40.9M in Q1 2026.
2,751 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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