How many shares of IVW does Beacon Pointe Advisors, LLC own?

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 348,309 shares of IVW (ISHARES S&P 500 GROWTH ETF).

What is Beacon Pointe Advisors, LLC's IVW position worth?

As of 2026-Q1, Beacon Pointe Advisors, LLC's IVW position is worth $39.4M.

Is Beacon Pointe Advisors, LLC buying or selling IVW?

In 2026-Q1, Beacon Pointe Advisors, LLC increased their IVW position (+15.1% change in shares).

When did Beacon Pointe Advisors, LLC first buy IVW?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in IVW in 2018-Q4. They have held the position across 30 quarters.

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Beacon Pointe Advisors, LLC

IVW
30 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES S&P 500 GROWTH ETF

Current Value

$39.4M

Current Shares

348,309

Total Value Change

+$38.9M

Total Shares Change

+345,167

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	348,309	+15.1%	$39.4M	0.2%	$118.67	40
2025-Q4	Increased	302,659	+21.7%	$37.3M	0.3%	$124.16	42
2025-Q3	Decreased	248,691	-11.1%	$30M	0.3%	$120.03	0
2025-Q2	Increased	279,731	+0.1%	$30.8M	0.3%	$109.25	34
2025-Q1	Increased	279,488	+4.0%	$25.9M	0.3%	$92.24	36
2024-Q4	Increased	268,682	+10.1%	$27.3M	0.3%	$101.96	38
2024-Q3	Decreased	243,999	-1.4%	$23.4M	0.3%	$94.72	0
2024-Q2	Increased	247,345	+6.8%	$22.9M	0.3%	$91.87	37
2024-Q1	Increased	231,562	+2.3%	$19.6M	0.2%	$83.76	35
2023-Q4	Decreased	226,264	-58.3%	$17M	0.2%	$74.42	0
2023-Q3	Increased	542,324	+7.2%	$37.1M	0.5%	$67.61	37
2023-Q2	Increased	505,995	+170.0%	$35.7M	0.6%	$68.52	66
2023-Q1	Decreased	187,431	-6.3%	$12M	0.2%	$61.89	0
2022-Q4	Increased	199,960	+24.3%	$11.7M	0.2%	$57.32	41
2022-Q3	Decreased	160,838	-2.6%	$9.3M	0.2%	$57.52	0
2022-Q2	Decreased	165,137	-27.0%	$10M	0.2%	$59.56	0
2022-Q1	Increased	226,232	+51.9%	$17.3M	0.2%	$75.66	47
2021-Q4	Decreased	148,902	-6.0%	$12.5M	0.3%	$81.80	0
2021-Q3	Decreased	158,453	-12.4%	$11.7M	0.3%	$72.34	0
2021-Q2	Increased	180,943	+18.8%	$13.2M	0.5%	$70.59	39
2021-Q1	Increased	152,322	+7.8%	$9.9M	0.6%	$62.29	42
2020-Q4	Increased	141,302	+191.0%	$9M	0.6%	$61.47	63
2020-Q3	Increased	48,557	+0.4%	$11.2M	1.1%	$55.38	44
2020-Q2	Increased	48,365	+94.9%	$10M	1.0%	$49.10	70
2020-Q1	Increased	24,813	+27.1%	$4.1M	0.7%	$40.22	47
2019-Q4	Decreased	19,523	-5.0%	$3.8M	1.2%	$46.23	0
2019-Q3	Decreased	20,552	-1.9%	$3.7M	1.6%	$42.60	0
2019-Q2	Increased	20,960	+51.8%	$3.8M	1.4%	$42.47	58
2019-Q1	Increased	13,810	+339.5%	$2.4M	0.9%	$40.67	59
2018-Q4	New	3,142	-	$473,000	0.3%	$35.07	40

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

IVW30 quarters

IVW
30 quarters