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iShares Russell Microcap Index shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap 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 Microcap Index by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 16k 157.70

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Goldman Sachs Group
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Whittier Trust
TABR Capital Management
LPL Financial
Wells Fargo & Company
Chicago Partners Investment
Cetera Investment Advisers
Halbert Hargrove Global Advisors
Whittier Trust Co. of Nevada
Yeomans Consulting Group
Schoolcraft Capital
Envestnet Asset Management

View all funds holding iShares Russell Microcap Index