iShares Russell 1000 Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 112k | 314.39 |
| 2024-06-30 | $37M | 123k | 297.54 |
| 2024-03-31 | $34M | 119k | 288.03 |
| 2023-12-31 | $30M | 116k | 262.28 |
| 2023-09-30 | $29M | 123k | 234.92 |
| 2023-06-30 | $27M | 112k | 243.75 |
| 2023-03-31 | $25M | 109k | 225.23 |
| 2022-12-31 | $24M | 112k | 210.53 |
| 2022-09-30 | $23M | 116k | 197.47 |
| 2022-06-30 | $24M | 117k | 207.70 |
| 2022-03-31 | $31M | 123k | 250.07 |
| 2021-12-31 | $25M | 95k | 264.44 |
| 2021-09-30 | $31M | 126k | 241.71 |
| 2021-06-30 | $26M | 106k | 242.08 |
| 2021-03-31 | $20M | 90k | 223.86 |
| 2020-12-31 | $19M | 90k | 211.80 |
| 2020-09-30 | $17M | 89k | 187.24 |
| 2020-06-30 | $17M | 97k | 171.68 |
| 2020-03-31 | $13M | 93k | 141.73 |
| 2019-12-31 | $702k | 3.9k | 178.26 |
| 2019-09-30 | $616k | 3.8k | 164.09 |
| 2019-06-30 | $595k | 3.6k | 163.24 |
| 2019-03-31 | $484k | 3.1k | 157.65 |
| 2018-12-31 | $494k | 3.6k | 138.76 |