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

Beacon Pointe Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41M Buy
20,431
+1,858
+10% +$618K 0.03% 418
2025
Q4 		$6M Buy
18,573
+1,471
+9% +$478K 0.04% 347
2025
Q3 		$5.47M Buy
17,102
+6,493
+61% +$1.96M 0.05% 327
2025
Q2 		$3.03M Buy
10,609
+665
+7% +$175K 0.03% 403
2025
Q1 		$2.54M Sell
9,944
-2,556
-20% -$721K 0.03% 416
2024
Q4 		$3.6M Buy
12,500
+1,626
+15% +$481K 0.04% 340
2024
Q3 		$3.09M Sell
10,874
-825
-7% -$226K 0.04% 388
2024
Q2 		$3.07M Buy
11,699
+2,004
+21% +$520K 0.04% 387
2024
Q1 		$2.63M Buy
9,695
+1,155
+14% +$295K 0.03% 435
2023
Q4 		$2.15M Sell
8,540
-4,750
-36% -$1.07M 0.03% 465
2023
Q3 		$2.98M Sell
13,290
-4,897
-27% -$1.17M 0.04% 371
2023
Q2 		$4.41M Sell
18,187
-1,741
-9% -$399K 0.07% 228
2023
Q1 		$4.52M Buy
19,928
+196
+1% +$44.8K 0.08% 226
2022
Q4 		$4.23M Buy
19,732
+2,471
+14% +$541K 0.08% 219
2022
Q3 		$3.56M Sell
17,261
-464
-3% -$104K 0.08% 212
2022
Q2 		$3.65M Sell
17,725
-686
-4% -$153K 0.08% 225
2022
Q1 		$4.71M Buy
18,411
+1,384
+8% +$354K 0.06% 260
2021
Q4 		$4.99M Sell
17,027
-1,099
-6% -$331K 0.13% 144
2021
Q3 		$5.32M Sell
18,126
-245
-1% -$73.6K 0.13% 163
2021
Q2 		$5.73M Buy
18,371
+158
+0.9% +$47.5K 0.2% 107
2021
Q1 		$5.48M Buy
18,213
+13,893
+322% +$4.31M 0.34% 71
2020
Q4 		$1.24M Sell
4,320
-96
-2% -$24.5K 0.08% 176
2020
Q3 		$979K Sell
4,416
-924
-17% -$202K 0.09% 167
2020
Q2 		$1.11M Sell
5,340
-2,085
-28% -$390K 0.11% 153
2020
Q1 		$1.17M Buy
7,425
+6,455
+665% +$1.28M 0.19% 111
2019
Q4 		$207K Sell
970
-280
-22% -$56.8K 0.06% 210
2019
Q3 		$239K Sell
1,250
-175
-12% -$34.7K 0.1% 154
2019
Q2 		$286K Sell
1,425
-131
-8% -$25.9K 0.1% 162
2019
Q1 		$304K Buy
1,556
+31
+2% +$5.9K 0.11% 149
2018
Q4 		$256K Buy
+1,525
New +$284K 0.16% 137

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Beacon Pointe Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q1 2026, buying an estimated $618K and bringing the position to 20,431 shares worth $6.41M. The position accounts for 0.03% of the portfolio, ranked #418.

Beacon Pointe Advisors first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Beacon Pointe Advisors held 20,431 shares of iShares Russell 2000 Growth ETF worth $6.41M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,858 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $618K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #418 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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