iShares Russell 3000 Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 3000 Index by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 13k | 378.95 |
| 2025-06-30 | $3.5M | 10k | 351.00 |
| 2025-03-31 | $3.3M | 10k | 317.63 |
| 2024-12-31 | $8.5M | 25k | 334.24 |
| 2024-09-30 | $2.3M | 7.1k | 326.71 |
| 2024-06-30 | $3.3M | 11k | 308.67 |
| 2024-03-31 | $2.4M | 7.9k | 300.09 |
| 2023-12-31 | $3.2M | 12k | 273.73 |
| 2023-09-30 | $3.0M | 12k | 245.06 |
| 2023-06-30 | $3.1M | 12k | 254.48 |
| 2023-03-31 | $3.0M | 13k | 235.39 |
| 2022-12-31 | $3.4M | 15k | 220.67 |
| 2022-09-30 | $3.0M | 14k | 207.02 |
| 2022-06-30 | $3.1M | 14k | 217.47 |
| 2022-03-31 | $8.6M | 33k | 262.36 |
| 2021-12-31 | $9.4M | 34k | 277.50 |
| 2021-09-30 | $9.4M | 37k | 254.84 |
| 2021-06-30 | $9.8M | 38k | 255.91 |
| 2021-03-31 | $9.0M | 38k | 237.19 |
| 2020-12-31 | $8.6M | 38k | 223.50 |
| 2020-09-30 | $5.4M | 28k | 195.71 |
| 2020-06-30 | $8.2M | 46k | 180.05 |
| 2020-03-31 | $6.8M | 46k | 148.37 |