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

Beacon Pointe Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.53M Buy
17,385
+3,425
+25% +$508K 0.01% 661
2025
Q4 		$1.97M Buy
13,960
+1,530
+12% +$214K 0.01% 612
2025
Q3 		$1.74M Buy
12,430
+1,330
+12% +$182K 0.01% 581
2025
Q2 		$1.47M Sell
11,100
-271
-2% -$34K 0.02% 559
2025
Q1 		$1.43M Sell
11,371
-1,822
-14% -$237K 0.02% 542
2024
Q4 		$1.71M Buy
13,193
+651
+5% +$87.1K 0.02% 496
2024
Q3 		$1.66M Sell
12,542
-2,590
-17% -$327K 0.02% 507
2024
Q2 		$1.83M Buy
15,132
+1,648
+12% +$200K 0.02% 496
2024
Q1 		$1.69M Buy
13,484
+1,108
+9% +$130K 0.02% 533
2023
Q4 		$1.44M Sell
12,376
-240
-2% -$25.6K 0.02% 565
2023
Q3 		$1.32M Buy
12,616
+3,378
+37% +$372K 0.02% 553
2023
Q2 		$1.01M Sell
9,238
-1,158
-11% -$122K 0.02% 523
2023
Q1 		$1.1M Buy
10,396
+1,062
+11% +$116K 0.02% 520
2022
Q4 		$983K Buy
9,334
+636
+7% +$66.7K 0.02% 511
2022
Q3 		$833K Sell
8,698
-1,946
-18% -$208K 0.02% 506
2022
Q2 		$1.08M Sell
10,644
-3,660
-26% -$409K 0.02% 449
2022
Q1 		$1.71M Buy
14,304
+9,723
+212% +$1.14M 0.02% 479
2021
Q4 		$561K Sell
4,581
-3,809
-45% -$455K 0.01% 534
2021
Q3 		$950K Buy
8,390
+620
+8% +$71.8K 0.02% 421
2021
Q2 		$893K Sell
7,770
-1,394
-15% -$160K 0.03% 355
2021
Q1 		$1M Buy
9,164
+1,820
+25% +$190K 0.06% 209
2020
Q4 		$712K Sell
7,344
-102
-1% -$9.2K 0.05% 235
2020
Q3 		$602K Buy
7,446
+212
+3% +$17.2K 0.06% 212
2020
Q2 		$553K Buy
7,234
+528
+8% +$38.4K 0.06% 219
2020
Q1 		$431K Buy
6,706
+3,371
+101% +$288K 0.07% 189
2019
Q4 		$315K Buy
3,335
+154
+5% +$14.1K 0.1% 167
2019
Q3 		$284K Sell
3,181
-388
-11% -$34.4K 0.12% 135
2019
Q2 		$317K Buy
+3,569
New +$313K 0.12% 154

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Beacon Pointe Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 25% in Q1 2026, buying an estimated $508K and bringing the position to 17,385 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #661.

Beacon Pointe Advisors first reported a position in IWS in Q2 2019 and has held it in 28 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Beacon Pointe Advisors held 17,385 shares of iShares Russell Mid-Cap Value ETF worth $2.53M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,425 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $508K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #661 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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