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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.52M	Sell	7,079 -237	-3%	-$48.1K	0.28%	76
2019 Q3	$1.41M	Sell	7,316 -37	-0.5%	-$7.34K	0.3%	74
2019 Q2	$1.48M	Sell	7,353 -755	-9%	-$149K	0.31%	69
2019 Q1	$1.6M	Sell	8,108 -140	-2%	-$26.6K	0.37%	56
2018 Q4	$1.39M	Buy	+8,248	New	+$1.54M	0.5%	45

Other funds holding IWO

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Beacon Pointe Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.2% in Q4 2019, selling an estimated $48.1K and leaving 7,079 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #76.

Beacon Pointe Wealth Advisors first reported a position in IWO in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2019. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

Beacon Pointe Wealth Advisors held 7,079 shares of iShares Russell 2000 Growth ETF worth $1.52M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 237 iShares Russell 2000 Growth ETF shares in Q4 2019, an estimated $48.1K.
iShares Russell 2000 Growth ETF made up 0.28% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #76 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $1.6M in Q1 2019.
722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

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