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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
Q2 		$53.7M Sell
125,851
-15,595
-11% -$6.43M 0.25% 89
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 11% in Q2 2026, selling an estimated $6.43M and leaving 125,851 shares worth $53.7M. The position accounts for 0.25% of the portfolio, ranked #89.

Beacon Pointe Advisors first reported a position in IWV in Q1 2020 and has held it in 26 quarters since. The position peaked at $67.4M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Beacon Pointe Advisors held 125,851 shares of iShares Russell 3000 ETF worth $53.7M as of Q2 2026.
  • Beacon Pointe Advisors sold 15,595 iShares Russell 3000 ETF shares in Q2 2026, an estimated $6.43M.
  • iShares Russell 3000 ETF made up 0.25% of Beacon Pointe Advisors's portfolio in Q2 2026, its #89 holding.
  • Beacon Pointe Advisors first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's iShares Russell 3000 ETF position peaked at $67.4M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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