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QUALQUAL
Showing 8 of 23 quarters

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

Beacon Pointe Advisors, LLC holds 627,286 shares of QUAL (ISHARES TR), worth $137.6M as of 2026-Q2. The position was increased (+79.7% shares). QUAL represents 0.6% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$137.6M

Current Shares

627,286

Total Value Change

+$134M

Total Shares Change

+606,965

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
627,286
+79.7%
$137.6M0.6%$218.96
65
2026-Q1
Increased
348,994
+975.6%
$66.9M0.4%$191.06
57
2025-Q4
Decreased
32,446
-2.3%
$6.4M0.0%$197.42
0
2025-Q3
Increased
33,214
+85.5%
$6.5M0.1%$192.73
42
2025-Q2
Increased
17,907
+0.7%
$3.3M0.0%$180.71
27
2025-Q1
Increased
17,785
+0.0%
$3M0.0%$168.55
26
2024-Q4
Decreased
17,778
-12.5%
$3.2M0.0%$175.25
0
2024-Q3
Decreased
20,321
-5.4%
$3.6M0.0%$175.92
0

Other major holders of QUAL: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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