iShares Russell 1000 Value Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 74k | 165.25 |
| 2023-09-30 | $12M | 76k | 151.81 |
| 2023-06-30 | $9.7M | 62k | 157.82 |
| 2023-03-31 | $8.3M | 54k | 152.26 |
| 2022-12-31 | $9.3M | 62k | 151.64 |
| 2022-09-30 | $6.3M | 46k | 135.98 |
| 2022-06-30 | $6.0M | 41k | 144.99 |
| 2022-03-31 | $9.2M | 56k | 165.98 |
| 2021-12-31 | $6.3M | 38k | 167.92 |
| 2021-09-30 | $8.1M | 52k | 156.50 |
| 2021-06-30 | $8.9M | 56k | 158.61 |
| 2021-03-31 | $9.3M | 61k | 151.58 |
| 2020-12-31 | $7.4M | 54k | 136.76 |
| 2020-09-30 | $6.3M | 54k | 118.13 |
| 2020-06-30 | $5.9M | 52k | 112.68 |
| 2020-03-31 | $6.2M | 62k | 99.15 |
| 2019-12-31 | $890k | 6.5k | 136.23 |
| 2019-09-30 | $666k | 5.2k | 128.40 |
| 2019-06-30 | $750k | 5.9k | 127.16 |
| 2019-03-31 | $543k | 4.4k | 123.52 |
| 2018-12-31 | $702k | 6.3k | 111.41 |
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