Beacon Pointe Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$523K	Buy	6,832 +1,258	+23%	+$92.2K	0.1%	155
2019 Q3	$392K	Sell	5,574 -200	-3%	-$14.4K	0.08%	177
2019 Q2	$410K	Hold	5,774	–	–	0.09%	180
2019 Q1	$395K	Buy	5,774 +772	+15%	+$49.6K	0.09%	173
2018 Q4	$284K	Buy	+5,002	New	+$304K	0.1%	176

Other funds holding IWP

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 23% in Q4 2019, buying an estimated $92.2K and bringing the position to 6,832 shares worth $523K. The position accounts for 0.1% of the portfolio, ranked #155.

Beacon Pointe Wealth Advisors first reported a position in IWP in Q4 2018 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

Beacon Pointe Wealth Advisors held 6,832 shares of iShares Russell Mid-Cap Growth ETF worth $523K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 1,258 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $92.2K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #155 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 5 quarters since.
688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

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