Back to Beacon Pointe Advisors, LLC Beacon Pointe Advisors, LLC

IWBIWB
Showing 7 of 30 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES RUSSELL 1000 ETF

Beacon Pointe Advisors, LLC holds 146,399 shares of IWB (ISHARES RUSSELL 1000 ETF), worth $52.2M as of 2026-Q1. The position was increased (+27.2% shares). IWB represents 0.3% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$52.2M

Current Shares

146,399

Total Value Change

+$17.2M

Total Shares Change

+34,946

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
146,399
+27.2%
$52.2M0.3%$373.15
44
2025-Q4
Increased
115,133
+10.4%
$43M0.3%$376.20
39
2025-Q3
Decreased
104,284
-10.5%
$38.1M0.3%$363.42
0
2025-Q2
Increased
116,486
+0.9%
$39.6M0.4%$335.58
35
2025-Q1
Increased
115,420
+0.9%
$35.4M0.4%$302.55
35
2024-Q4
Increased
114,427
+2.7%
$36.9M0.4%$319.91
36
2024-Q3
Decreased
111,453
-9.1%
$35M0.4%$308.93
0

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, BNP PARIBAS FINANCIAL MARKETS, FMR LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used