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Showing 8 of 21 quarters

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

Beacon Pointe Advisors, LLC holds 65,006 shares of SMMV (ISHARES TR), worth $3M as of 2026-Q2. The position was increased (+0.3% shares). SMMV represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$3M

Current Shares

65,006

Total Value Change

-$155,295

Total Shares Change

-12,155

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,006
+0.3%
$3M0.0%$45.86
26
2026-Q1
Decreased
64,845
-3.6%
$2.8M0.0%$43.27
0
2025-Q4
Decreased
67,287
-0.9%
$2.9M0.0%$42.78
0
2025-Q3
Increased
67,873
+11.7%
$2.9M0.0%$42.35
29
2025-Q2
Decreased
60,742
-1.8%
$2.6M0.0%$41.11
0
2025-Q1
Decreased
61,878
-5.8%
$2.6M0.0%$40.40
0
2024-Q4
Decreased
65,678
-14.9%
$2.7M0.0%$40.20
0
2024-Q3
Decreased
77,161
-1.0%
$3.1M0.0%$39.33
0

Other major holders of SMMV: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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