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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$955K	Sell	7,437 -31	-0.4%	-$3.83K	0.18%	107
2019 Q3	$892K	Buy	7,468 +9	+0.1%	+$1.06K	0.19%	106
2019 Q2	$897K	Sell	7,459 -8	-0.1%	-$966	0.19%	106
2019 Q1	$894K	Sell	7,467 -60	-0.8%	-$7.17K	0.2%	103
2018 Q4	$810K	Buy	+7,527	New	+$906K	0.29%	89

Other funds holding IWN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.42% in Q4 2019, selling an estimated $3.83K and leaving 7,437 shares worth $955K. The position accounts for 0.18% of the portfolio, ranked #107.

Beacon Pointe Wealth Advisors first reported a position in IWN in Q4 2018 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold IWN as of Q4 2019.

Beacon Pointe Wealth Advisors held 7,437 shares of iShares Russell 2000 Value ETF worth $955K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 31 iShares Russell 2000 Value ETF shares in Q4 2019, an estimated $3.83K.
iShares Russell 2000 Value ETF made up 0.18% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #107 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 5 quarters since.
740 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2019.

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