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Beacon Pointe Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Beacon Pointe Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.4M Sell
141,446
-32,745
-19% -$12.7M 0.28% 81
2025
Q4 		$67.4M Buy
174,191
+161,432
+1,265% +$61.9M 0.47% 46
2025
Q3 		$4.84M Buy
12,759
+2,665
+26% +$972K 0.04% 352
2025
Q2 		$3.54M Sell
10,094
-278
-3% -$90.3K 0.04% 375
2025
Q1 		$3.29M Sell
10,372
-15,029
-59% -$5.04M 0.04% 366
2024
Q4 		$8.49M Buy
25,401
+18,252
+255% +$6.14M 0.09% 190
2024
Q3 		$2.34M Sell
7,149
-3,601
-33% -$1.13M 0.03% 434
2024
Q2 		$3.32M Buy
10,750
+2,801
+35% +$836K 0.04% 364
2024
Q1 		$2.39M Sell
7,949
-3,678
-32% -$1.05M 0.03% 455
2023
Q4 		$3.18M Sell
11,627
-719
-6% -$183K 0.04% 383
2023
Q3 		$3.03M Buy
12,346
+347
+3% +$88.7K 0.04% 367
2023
Q2 		$3.05M Sell
11,999
-873
-7% -$210K 0.05% 302
2023
Q1 		$3.03M Sell
12,872
-2,357
-15% -$544K 0.05% 305
2022
Q4 		$3.36M Buy
15,229
+926
+6% +$206K 0.07% 263
2022
Q3 		$2.96M Buy
14,303
+62
+0.4% +$14.3K 0.07% 238
2022
Q2 		$3.1M Sell
14,241
-18,615
-57% -$4.41M 0.07% 250
2022
Q1 		$8.62M Sell
32,856
-1,177
-3% -$305K 0.12% 173
2021
Q4 		$9.44M Sell
34,033
-2,676
-7% -$725K 0.25% 91
2021
Q3 		$9.36M Sell
36,709
-1,676
-4% -$439K 0.23% 105
2021
Q2 		$9.82M Buy
38,385
+407
+1% +$101K 0.35% 69
2021
Q1 		$9.01M Sell
37,978
-291
-0.8% -$67.6K 0.55% 42
2020
Q4 		$8.55M Buy
38,269
+10,734
+39% +$2.25M 0.59% 39
2020
Q3 		$5.39M Sell
27,535
-18,146
-40% -$3.51M 0.52% 46
2020
Q2 		$8.22M Sell
45,681
-453
-1% -$76.8K 0.82% 29
2020
Q1 		$6.84M Buy
+46,134
New +$8.21M 1.09% 22

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 19% in Q1 2026, selling an estimated $12.7M and leaving 141,446 shares worth $52.4M. The position accounts for 0.28% of the portfolio, ranked #81.

Beacon Pointe Advisors first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. The position peaked at $67.4M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Beacon Pointe Advisors held 141,446 shares of iShares Russell 3000 ETF worth $52.4M as of Q1 2026.
  • Beacon Pointe Advisors sold 32,745 iShares Russell 3000 ETF shares in Q1 2026, an estimated $12.7M.
  • iShares Russell 3000 ETF made up 0.28% of Beacon Pointe Advisors's portfolio in Q1 2026, its #81 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's iShares Russell 3000 ETF position peaked at $67.4M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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