Beacon Pointe Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$14.8M	Sell	83,228 -5,236	-6%	-$894K	2.73%	10
2019 Q3	$14.6M	Sell	88,464 -2,079	-2%	-$341K	3.07%	7
2019 Q2	$14.7M	Sell	90,543 -123	-0.1%	-$19.7K	3.12%	5
2019 Q1	$14.3M	Buy	90,666 +5,651	+7%	+$854K	3.26%	5
2018 Q4	$11.8M	Buy	+85,015	New	+$12.7M	4.26%	2

Other funds holding IWB

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5.9% in Q4 2019, selling an estimated $894K and leaving 83,228 shares worth $14.8M. The position accounts for 2.73% of the portfolio, ranked #10.

Beacon Pointe Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 5 quarters since. 818 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

Beacon Pointe Wealth Advisors held 83,228 shares of iShares Russell 1000 ETF worth $14.8M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 5,236 iShares Russell 1000 ETF shares in Q4 2019, an estimated $894K.
iShares Russell 1000 ETF made up 2.73% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #10 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 5 quarters since.
818 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

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