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
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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 |
|---|---|---|---|
| 2025-09-30 | $780k | 6.6k | 118.82 |
| 2025-06-30 | $850k | 7.8k | 109.29 |
| 2025-03-31 | $790k | 7.6k | 104.57 |
| 2024-12-31 | $652k | 5.7k | 115.22 |
| 2024-09-30 | $646k | 5.5k | 116.97 |
| 2024-06-30 | $648k | 6.1k | 106.67 |
| 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 |
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