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

IYGIYG
21 quarters

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

Yes. Beacon Pointe Advisors holds 97,752 shares of IYG, worth $8.8M, as of its Q2 2026 13F filing. It reduced the position by 3,583 shares (-3.5%) from Q1 2026. Beacon Pointe Advisors has held IYG since Q2 2021, across 21 quarterly 13F filings.

Current Value

$8.8M

Current Shares

97,752

Total Value Change

+$5.5M

Total Shares Change

+79,832

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
97,752
-3.5%
$8.8M0.0%$90.22
0
2026-Q1
Increased
101,335
+25.7%
$8.4M0.0%$85.55
34
2025-Q4
Increased
80,632
+50.7%
$7.4M0.1%$92.95
38
2025-Q3
Decreased
53,498
-17.7%
$4.8M0.0%$89.94
0
2025-Q2
Decreased
65,026
-7.3%
$5.6M0.1%$84.33
0
2025-Q1
Increased
70,113
+6.7%
$5.5M0.1%$77.04
29
2024-Q4
Decreased
65,696
-6.0%
$5.1M0.1%$76.90
0
2024-Q3
Increased
69,885
+1.4%
$5M0.1%$69.75
27
2024-Q2
Increased
68,953
0.0%
$4.5M0.1%$64.08
27
2024-Q1
Increased
68,950
+149.8%
$4.6M0.1%$64.94
43
2023-Q4
Decreased
27,606
-2.9%
$4.9M0.1%$58.34
0
2023-Q3
Increased
28,443
+5.9%
$4.4M0.1%$50.11
28
2023-Q2
Increased
26,866
+0.8%
$4.2M0.1%$50.58
27
2023-Q1
Decreased
26,665
-3.0%
$4M0.1%$47.88
0
2022-Q4
Increased
27,479
+15.2%
$4.3M0.1%$50.26
31
2022-Q3
Decreased
23,860
-16.2%
$3.4M0.1%$45.29
0
2022-Q2
Decreased
28,459
-5.1%
$4.2M0.1%$47.40
0
2022-Q1
Increased
29,988
+50.9%
$5.4M0.1%$57.95
38
2021-Q4
Increased
19,870
+8.2%
$3.8M0.1%$60.49
35
2021-Q3
Increased
18,365
+2.5%
$3.5M0.1%$59.60
27
2021-Q2
New
17,920
-
$3.3M0.1%$57.35
44

Other major holders of IYG: ENVESTNET ASSET MANAGEMENT INC, Dynasty Wealth Management, LLC

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