Beacon Pointe Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$29.6M	Sell	91,459 -1,469	-2%	-$455K	5.44%	1
2019 Q3	$27.7M	Buy	92,928 +7,991	+9%	+$2.38M	5.84%	1
2019 Q2	$25M	Buy	84,937 +1,258	+2%	+$365K	5.29%	1
2019 Q1	$23.8M	Buy	83,679 +2,939	+4%	+$804K	5.43%	1
2018 Q4	$20.3M	Buy	+80,740	New	+$21.9M	7.33%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IVV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q4 2019, selling an estimated $455K and leaving 91,459 shares worth $29.6M. The position accounts for 5.44% of the portfolio, ranked #1.

Beacon Pointe Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 5 quarters since. 1,911 funds tracked by Wall St. Rank hold IVV as of Q4 2019.

Beacon Pointe Wealth Advisors held 91,459 shares of iShares Core S&P 500 ETF worth $29.6M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,469 iShares Core S&P 500 ETF shares in Q4 2019, an estimated $455K.
iShares Core S&P 500 ETF made up 5.44% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #1 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 5 quarters since.
1,911 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.