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iShares S&P SmallCap 600 Index shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $751k 6.8k 110.53
2023-12-31 $1.0M 9.3k 108.25
2023-09-30 $691k 7.3k 94.33
2023-06-30 $1.1M 11k 99.65
2023-03-31 $1.1M 11k 96.70
2022-12-31 $1.2M 12k 94.64
2022-09-30 $1.1M 13k 87.23
2022-06-30 $1.1M 12k 92.42
2022-03-31 $1.3M 12k 107.87
2021-12-31 $1.4M 12k 114.48
2021-09-30 $1.3M 12k 109.18
2021-06-30 $1.3M 12k 112.99
2021-03-31 $1.3M 12k 108.53
2020-12-31 $1.1M 12k 91.88
2020-09-30 $599k 8.5k 70.20
2020-06-30 $480k 7.0k 68.27
2020-03-31 $517k 9.2k 56.00
2019-12-31 $808k 9.6k 83.79