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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$8.13M	Buy	59,604 +627	+1%	+$82.6K	1.5%	16
2019 Q3	$7.56M	Sell	58,977 -1,413	-2%	-$180K	1.59%	16
2019 Q2	$7.68M	Buy	60,390 +819	+1%	+$103K	1.62%	17
2019 Q1	$7.36M	Buy	59,571 +527	+0.9%	+$63.3K	1.68%	17
2018 Q4	$6.56M	Buy	+59,044	New	+$7.08M	2.37%	9

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q4 2019, buying an estimated $82.6K and bringing the position to 59,604 shares worth $8.13M. The position accounts for 1.5% of the portfolio, ranked #16.

Beacon Pointe Wealth Advisors first reported a position in IWD in Q4 2018 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

Beacon Pointe Wealth Advisors held 59,604 shares of iShares Russell 1000 Value ETF worth $8.13M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 627 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $82.6K.
iShares Russell 1000 Value ETF made up 1.5% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #16 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 5 quarters since.
1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

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