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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Beacon Pointe Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 24% in Q1 2026, buying an estimated $1.14M and bringing the position to 43,249 shares worth $5.54M. The position accounts for 0.03% of the portfolio, ranked #452.

Beacon Pointe Advisors first reported a position in IWP in Q4 2018 and has held it in 30 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Beacon Pointe Advisors held 43,249 shares of iShares Russell Mid-Cap Growth ETF worth $5.54M as of Q1 2026.
  • Beacon Pointe Advisors bought 8,424 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #452 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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