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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$477K	Buy	5,047 +620	+14%	+$56.6K	0.09%	163
2019 Q3	$396K	Sell	4,427 -615	-12%	-$54.5K	0.08%	174
2019 Q2	$449K	Buy	5,042 +3	+0.1%	+$263	0.09%	169
2019 Q1	$436K	Buy	5,039 +282	+6%	+$23.8K	0.1%	164
2018 Q4	$362K	Buy	+4,757	New	+$398K	0.13%	151

Other funds holding IWS

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

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

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

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

Beacon Pointe Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 14% in Q4 2019, buying an estimated $56.6K and bringing the position to 5,047 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #163.

Beacon Pointe Wealth Advisors first reported a position in IWS in Q4 2018 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold IWS as of Q4 2019.

Beacon Pointe Wealth Advisors held 5,047 shares of iShares Russell Mid-Cap Value ETF worth $477K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 620 iShares Russell Mid-Cap Value ETF shares in Q4 2019, an estimated $56.6K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #163 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
620 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2019.

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