Beacon Pointe Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Beacon Pointe Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.17M	Sell	42,161 -1,088	-3%	-$150K	0.03%	460
2026 Q1	$5.54M	Buy	43,249 +8,424	+24%	+$1.14M	0.03%	452
2025 Q4	$4.77M	Buy	34,825 +392	+1%	+$54.8K	0.03%	394
2025 Q3	$4.9M	Buy	34,433 +4,632	+16%	+$655K	0.04%	349
2025 Q2	$4.13M	Buy	29,801 +7,477	+33%	+$946K	0.04%	352
2025 Q1	$2.62M	Sell	22,324 -1,495	-6%	-$192K	0.03%	410
2024 Q4	$3.02M	Buy	23,819 +221	+0.9%	+$28.1K	0.03%	366
2024 Q3	$2.77M	Sell	23,598 -2,457	-9%	-$275K	0.03%	404
2024 Q2	$2.88M	Buy	26,055 +1,804	+7%	+$198K	0.03%	406
2024 Q1	$2.77M	Buy	24,251 +246	+1%	+$26.6K	0.03%	425
2023 Q4	$2.51M	Sell	24,005 -4,340	-15%	-$411K	0.03%	428
2023 Q3	$2.59M	Buy	28,345 +7,598	+37%	+$726K	0.03%	409
2023 Q2	$2M	Sell	20,747 -1,307	-6%	-$119K	0.03%	377
2023 Q1	$2.01M	Buy	22,054 +1,376	+7%	+$123K	0.03%	391
2022 Q4	$1.73M	Buy	20,678 +209	+1%	+$17.6K	0.03%	387
2022 Q3	$1.61M	Sell	20,469 -753	-4%	-$64.8K	0.04%	360
2022 Q2	$1.68M	Sell	21,222 -19,706	-48%	-$1.72M	0.04%	360
2022 Q1	$4.11M	Buy	40,928 +19,567	+92%	+$1.95M	0.06%	284
2021 Q4	$2.46M	Sell	21,361 -817	-4%	-$95.3K	0.06%	228
2021 Q3	$2.48M	Buy	22,178 +2,118	+11%	+$244K	0.06%	254
2021 Q2	$2.27M	Buy	20,060 +281	+1%	+$30K	0.08%	199
2021 Q1	$2.01M	Sell	19,779 -483	-2%	-$50.5K	0.12%	146
2020 Q4	$2.08M	Sell	20,262 -6,300	-24%	-$600K	0.14%	129
2020 Q3	$2.3M	Buy	26,562 +226	+0.9%	+$19.1K	0.22%	89
2020 Q2	$2.08M	Sell	26,336 -1,570	-6%	-$114K	0.21%	101
2020 Q1	$1.69M	Buy	27,906 +4,188	+18%	+$305K	0.27%	78
2019 Q4	$1.81M	Sell	23,718 -1,076	-4%	-$78.9K	0.56%	43
2019 Q3	$1.75M	Sell	24,794 -154	-0.6%	-$11.1K	0.76%	35
2019 Q2	$1.78M	Buy	24,948 +8,618	+53%	+$599K	0.65%	37
2019 Q1	$1.11M	Buy	16,330 +5,768	+55%	+$370K	0.42%	66
2018 Q4	$602K	Buy	+10,562	New	+$643K	0.37%	78

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q2 2026, selling an estimated $150K and leaving 42,161 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #460.

Beacon Pointe Advisors first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Beacon Pointe Advisors held 42,161 shares of iShares Russell Mid-Cap Growth ETF worth $6.17M as of Q2 2026.
Beacon Pointe Advisors sold 1,088 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $150K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #460 holding.
Beacon Pointe Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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