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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.7M	Buy	323,153 +5,086	+2%	+$535K	0.17%	128
2026 Q1	$30.9M	Buy	318,067 +52,793	+20%	+$5.27M	0.16%	132
2025 Q4	$25.5M	Buy	265,274 +54,594	+26%	+$5.25M	0.18%	126
2025 Q3	$20.3M	Sell	210,680 -8,479	-4%	-$804K	0.17%	127
2025 Q2	$20.2M	Sell	219,159 -27,742	-11%	-$2.4M	0.21%	110
2025 Q1	$21M	Buy	246,901 +25,579	+12%	+$2.28M	0.24%	100
2024 Q4	$19.6M	Sell	221,322 -22,816	-9%	-$2.07M	0.22%	108
2024 Q3	$21.5M	Buy	244,138 +21,256	+10%	+$1.79M	0.25%	95
2024 Q2	$18.1M	Sell	222,882 -3,250	-1%	-$265K	0.21%	111
2024 Q1	$19M	Sell	226,132 -28,552	-11%	-$2.26M	0.21%	114
2023 Q4	$19.8M	Buy	254,684 +62,399	+32%	+$4.43M	0.24%	105
2023 Q3	$13.3M	Buy	192,285 +62,939	+49%	+$4.59M	0.17%	137
2023 Q2	$9.45M	Sell	129,346 -1,216	-0.9%	-$84.6K	0.15%	132
2023 Q1	$9.13M	Buy	130,562 +1,613	+1%	+$114K	0.16%	139
2022 Q4	$8.7M	Buy	128,949 +27,922	+28%	+$1.88M	0.17%	131
2022 Q3	$6.27M	Sell	101,027 -24,469	-19%	-$1.68M	0.14%	150
2022 Q2	$8.11M	Buy	125,496 +8,722	+7%	+$621K	0.17%	133
2022 Q1	$9.11M	Buy	116,774 +52,092	+81%	+$4.01M	0.12%	167
2021 Q4	$5.37M	Sell	64,682 -1,510	-2%	-$124K	0.14%	137
2021 Q3	$5.18M	Buy	66,192 +7,083	+12%	+$567K	0.13%	168
2021 Q2	$4.68M	Buy	59,109 +25,704	+77%	+$1.99M	0.17%	125
2021 Q1	$2.47M	Sell	33,405 -7,101	-18%	-$513K	0.15%	123
2020 Q4	$2.78M	Buy	40,506 +8,654	+27%	+$551K	0.19%	103
2020 Q3	$1.83M	Sell	31,852 -5	-0%	-$285	0.18%	110
2020 Q2	$1.71M	Buy	31,857 +1,452	+5%	+$72.8K	0.17%	114
2020 Q1	$1.31M	Buy	30,405 +23,321	+329%	+$1.28M	0.21%	102
2019 Q4	$422K	Buy	7,084 +2,566	+57%	+$147K	0.13%	141
2019 Q3	$252K	Buy	4,518 +238	+6%	+$13.3K	0.11%	147
2019 Q2	$238K	Hold	4,280	–	–	0.09%	176
2019 Q1	$230K	Buy	+4,280	New	+$222K	0.09%	166

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Beacon Pointe Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, buying an estimated $535K and bringing the position to 323,153 shares worth $35.7M. The position accounts for 0.17% of the portfolio, ranked #128.

Beacon Pointe Advisors first reported a position in IWR in Q1 2019 and has held it in 30 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Beacon Pointe Advisors held 323,153 shares of iShares Russell Mid-Cap ETF worth $35.7M as of Q2 2026.
Beacon Pointe Advisors bought 5,086 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $535K.
iShares Russell Mid-Cap ETF made up 0.17% of Beacon Pointe Advisors's portfolio in Q2 2026, its #128 holding.
Beacon Pointe Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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