BPWA
IWF icon

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

Beacon Pointe Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$16.2M Buy
368,376
+128
+0% +$5.34K 2.99% 6
2019
Q3 		$14.7M Buy
368,248
+38,076
+12% +$1.53M 3.09% 6
2019
Q2 		$13M Buy
330,172
+26,604
+9% +$1.03M 2.75% 7
2019
Q1 		$11.5M Buy
303,568
+25,108
+9% +$902K 2.62% 8
2018
Q4 		$9.11M Buy
+278,460
New +$9.82M 3.29% 3

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q4 2019, buying an estimated $5.34K and bringing the position to 368,376 shares worth $16.2M. The position accounts for 2.99% of the portfolio, ranked #6.

Beacon Pointe Wealth Advisors first reported a position in IWF in Q4 2018 and has held it in 5 quarters since. 1,284 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 368,376 shares of iShares Russell 1000 Growth ETF worth $16.2M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 128 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $5.34K.
  • iShares Russell 1000 Growth ETF made up 2.99% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #6 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 5 quarters since.
  • 1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

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