iShares S&P SmallCap 600 Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $329k | 3.0k | 108.25 |
| 2023-09-30 | $303k | 3.0k | 100.66 |
| 2023-06-30 | $300k | 3.0k | 99.67 |
| 2023-03-31 | $288k | 3.0k | 95.52 |
| 2022-12-31 | $384k | 4.1k | 94.67 |
| 2022-09-30 | $393k | 4.5k | 87.68 |
| 2022-06-30 | $283k | 3.0k | 94.02 |
| 2022-03-31 | $334k | 3.1k | 109.04 |
| 2021-12-31 | $356k | 3.1k | 115.66 |
| 2021-09-30 | $334k | 3.0k | 111.19 |
| 2021-06-30 | $324k | 3.0k | 107.86 |
| 2021-03-31 | $340k | 3.4k | 101.37 |
| 2020-12-31 | $340k | 3.4k | 101.37 |
| 2018-09-30 | $267k | 3.1k | 87.08 |
| 2018-03-31 | $231k | 3.0k | 77.15 |
| 2014-12-31 | $252k | 2.7k | 94.52 |
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