iShares Russell 2000 Index shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 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 2000 Index by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $18M | 88k | 200.71 |
| 2023-09-30 | $10M | 58k | 176.75 |
| 2023-06-30 | $10M | 56k | 187.28 |
| 2023-03-31 | $11M | 61k | 178.42 |
| 2022-12-31 | $11M | 64k | 174.36 |
| 2022-09-30 | $11M | 66k | 164.78 |
| 2022-06-30 | $12M | 72k | 169.45 |
| 2022-03-31 | $17M | 81k | 205.27 |
| 2021-12-31 | $14M | 64k | 222.46 |
| 2021-09-30 | $14M | 66k | 218.75 |
| 2021-06-30 | $13M | 59k | 229.37 |
| 2021-03-31 | $12M | 53k | 221.09 |
| 2020-12-31 | $8.9M | 45k | 196.23 |
| 2020-09-30 | $6.9M | 46k | 149.89 |
| 2020-06-30 | $7.1M | 50k | 143.23 |
| 2020-03-31 | $4.1M | 36k | 114.48 |
| 2019-12-31 | $598k | 3.6k | 165.15 |
| 2019-09-30 | $2.6M | 17k | 151.49 |
| 2019-06-30 | $2.7M | 18k | 155.48 |
| 2019-03-31 | $2.7M | 18k | 153.19 |
| 2018-12-31 | $2.5M | 18k | 134.00 |