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

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 164,901 shares of IWM (ISHARES RUSSELL 2000 ETF ETF).

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

As of 2026-Q1, Beacon Pointe Advisors, LLC's IWM position is worth $40.9M.

Is Beacon Pointe Advisors, LLC buying or selling IWM?

In 2026-Q1, Beacon Pointe Advisors, LLC increased their IWM position (+106.6% change in shares).

When did Beacon Pointe Advisors, LLC first buy IWM?

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

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Beacon Pointe Advisors, LLC

IWM
30 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

Current Value

$40.9M

Current Shares

164,901

Total Value Change

+$38.4M

Total Shares Change

+146,587

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	164,901	+106.6%	$40.9M	0.2%	$259.24	56
2025-Q4	Increased	79,814	+8.8%	$19.6M	0.1%	$248.03	37
2025-Q3	Decreased	73,369	-10.2%	$17.8M	0.2%	$240.81	0
2025-Q2	Increased	81,732	+1.2%	$17.6M	0.2%	$214.15	34
2025-Q1	Increased	80,743	+4.1%	$16.1M	0.2%	$198.67	35
2024-Q4	Increased	77,579	+3.7%	$17.1M	0.2%	$218.23	35
2024-Q3	Decreased	74,791	-3.0%	$16.5M	0.2%	$217.23	0
2024-Q2	Decreased	77,071	-5.1%	$15.6M	0.2%	$199.36	0
2024-Q1	Decreased	81,207	-1.6%	$17.1M	0.2%	$206.07	0
2023-Q4	Increased	82,482	+42.8%	$16.6M	0.2%	$196.17	45
2023-Q3	Increased	57,754	+3.9%	$10.2M	0.1%	$172.11	34
2023-Q2	Decreased	55,603	-9.0%	$10.4M	0.2%	$180.65	0
2023-Q1	Decreased	61,095	-3.7%	$10.9M	0.2%	$169.33	0
2022-Q4	Decreased	63,460	-3.5%	$11.1M	0.2%	$167.91	0
2022-Q3	Decreased	65,786	-8.4%	$10.8M	0.2%	$159.25	0
2022-Q2	Decreased	71,850	-10.9%	$12.2M	0.3%	$162.78	0
2022-Q1	Increased	80,661	+26.5%	$16.6M	0.2%	$197.33	42
2021-Q4	Decreased	63,769	-3.4%	$14.2M	0.4%	$211.63	0
2021-Q3	Increased	65,985	+12.5%	$14.4M	0.4%	$208.99	38
2021-Q2	Increased	58,634	+10.3%	$13.4M	0.5%	$216.40	37
2021-Q1	Increased	53,133	+17.7%	$11.7M	0.7%	$205.40	46
2020-Q4	Decreased	45,147	-2.3%	$8.9M	0.6%	$184.70	0
2020-Q3	Decreased	46,222	-6.7%	$6.9M	0.7%	$140.00	0
2020-Q2	Increased	49,558	+39.1%	$7.1M	0.7%	$131.81	51
2020-Q1	Increased	35,627	+883.9%	$4.1M	0.6%	$107.07	61
2019-Q4	Decreased	3,621	-79.2%	$598,000	0.2%	$153.39	0
2019-Q3	Decreased	17,420	-0.7%	$2.6M	1.1%	$139.64	0
2019-Q2	Decreased	17,546	-0.7%	$2.7M	1.0%	$143.14	0
2019-Q1	Decreased	17,664	-3.5%	$2.7M	1.0%	$140.43	0
2018-Q4	New	18,314	-	$2.5M	1.5%	$121.55	60

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IWM30 quarters

IWM
30 quarters