Beacon Pointe Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3.99M	Buy	24,126 +37	+0.2%	+$5.85K	0.74%	33
2019 Q3	$3.65M	Buy	24,089 +2,534	+12%	+$387K	0.77%	27
2019 Q2	$3.35M	Sell	21,555 -717	-3%	-$111K	0.71%	30
2019 Q1	$3.41M	Sell	22,272 -1,555	-7%	-$234K	0.78%	27
2018 Q4	$3.19M	Buy	+23,827	New	+$3.56M	1.15%	16

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

Beacon Pointe Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q4 2019, buying an estimated $5.85K and bringing the position to 24,126 shares worth $3.99M. The position accounts for 0.74% of the portfolio, ranked #33.

Beacon Pointe Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 5 quarters since. 1,603 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Beacon Pointe Wealth Advisors held 24,126 shares of iShares Russell 2000 ETF worth $3.99M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 37 iShares Russell 2000 ETF shares in Q4 2019, an estimated $5.85K.
iShares Russell 2000 ETF made up 0.74% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #33 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 5 quarters since.
1,603 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

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