Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 297,250 shares of IWF (ISHARES TR), worth $140.7M as of 2025-Q4. The position was decreased (-5.5% shares). IWF represents 1.0% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$140.7M
Current Shares
297,250
Total Value Change
+$62.9M
Total Shares Change
+83,866
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 297,250 |
-5.5% |
| $140.7M |
| 1.0% |
| $476.95 |
0 |
| 2025-Q3 | Increased | 314,401 | +45.0% | $147.3M | 1.2% | $466.09 | 65 |
| 2025-Q2 | Increased | 216,816 | +1.0% | $92.1M | 1.0% | $420.88 | 42 |
| 2025-Q1 | Decreased | 214,634 | -7.3% | $77.5M | 0.9% | $359.49 | 0 |
| 2024-Q4 | Increased | 231,401 | +10.1% | $92.9M | 1.0% | $403.59 | 52 |
| 2024-Q3 | Decreased | 210,104 | -1.5% | $78.9M | 0.9% | $371.77 | 0 |
| 2024-Q2 | Increased | 213,384 | +6.2% | $77.8M | 0.9% | $362.15 | 45 |