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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.63M	Sell	27,345 -4,771	-15%	-$274K	0.3%	67
2019 Q3	$1.8M	Sell	32,116 -571	-2%	-$31.9K	0.38%	59
2019 Q2	$1.83M	Buy	32,687 +4,211	+15%	+$231K	0.39%	55
2019 Q1	$1.54M	Buy	28,476 +22,884	+409%	+$1.19M	0.35%	61
2018 Q4	$260K	Buy	+5,592	New	+$282K	0.09%	187

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q4 2019, selling an estimated $274K and leaving 27,345 shares worth $1.63M. The position accounts for 0.3% of the portfolio, ranked #67.

Beacon Pointe Wealth Advisors first reported a position in IWR in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2019. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Beacon Pointe Wealth Advisors held 27,345 shares of iShares Russell Mid-Cap ETF worth $1.63M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 4,771 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $274K.
iShares Russell Mid-Cap ETF made up 0.3% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #67 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.83M in Q2 2019.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

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