Beacon Pointe Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.05M	Buy	21,780 +5,420	+33%	+$251K	0.19%	98
2019 Q3	$738K	Buy	16,360 +4,488	+38%	+$203K	0.16%	121
2019 Q2	$532K	Buy	11,872 +3,152	+36%	+$139K	0.11%	153
2019 Q1	$376K	Buy	8,720 +8	+0.1%	+$328	0.09%	179
2018 Q4	$328K	Buy	+8,712	New	+$353K	0.12%	162

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 33% in Q4 2019, buying an estimated $251K and bringing the position to 21,780 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #98.

Beacon Pointe Wealth Advisors first reported a position in IVW in Q4 2018 and has held it in 5 quarters since. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

Beacon Pointe Wealth Advisors held 21,780 shares of iShares S&P 500 Growth ETF worth $1.05M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 5,420 iShares S&P 500 Growth ETF shares in Q4 2019, an estimated $251K.
iShares S&P 500 Growth ETF made up 0.19% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #98 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 5 quarters since.
985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

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