BPWA
IWV icon

Beacon Pointe Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$9.05M Buy
47,984
+249
+0.5% +$44.9K 1.67% 14
2019
Q3 		$8.29M Sell
47,735
-745
-2% -$129K 1.75% 13
2019
Q2 		$8.35M Sell
48,480
-159
-0.3% -$27K 1.77% 15
2019
Q1 		$8.11M Sell
48,639
-1,001
-2% -$161K 1.85% 14
2018
Q4 		$7.29M Buy
+49,640
New +$7.89M 2.63% 8

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.52% in Q4 2019, buying an estimated $44.9K and bringing the position to 47,984 shares worth $9.05M. The position accounts for 1.67% of the portfolio, ranked #14.

Beacon Pointe Wealth Advisors first reported a position in IWV in Q4 2018 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 47,984 shares of iShares Russell 3000 ETF worth $9.05M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 249 iShares Russell 3000 ETF shares in Q4 2019, an estimated $44.9K.
  • iShares Russell 3000 ETF made up 1.67% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #14 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 5 quarters since.
  • 513 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

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