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Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES TR

Beacon Pointe Advisors, LLC holds 1.4M shares of IJH (ISHARES TR), worth $107.7M as of 2026-Q2. The position was decreased (-2.9% shares). IJH represents 0.5% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$107.7M

Current Shares

1.4M

Total Value Change

+$81.9M

Total Shares Change

+983,347

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-2.9%
$107.7M0.5%$77.11
0
2026-Q1
Increased
1.4M
+183.6%
$97.1M0.5%$70.86
68
2025-Q4
Increased
507,147
+10.8%
$33.5M0.2%$66.70
38
2025-Q3
Increased
457,788
+17.3%
$29.9M0.3%$64.87
40
2025-Q2
Increased
390,381
+0.4%
$24.2M0.3%$61.52
34
2025-Q1
Decreased
388,920
-2.0%
$22.7M0.3%$57.55
0
2024-Q4
Decreased
396,783
-4.0%
$24.7M0.3%$61.30
0
2024-Q3
Decreased
413,509
-4.6%
$25.8M0.3%$61.15
0

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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