iShares S&P 1500 Index Fund shares owned by Beacon Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 1.9k | 145.64 |
| 2025-06-30 | $242k | 1.8k | 135.06 |
| 2025-03-31 | $283k | 2.3k | 122.00 |
| 2024-12-31 | $298k | 2.3k | 128.61 |
| 2024-09-30 | $321k | 2.6k | 125.62 |
| 2024-06-30 | $155k | 1.3k | 118.82 |
| 2024-03-31 | $150k | 1.3k | 115.30 |
| 2023-12-31 | $162k | 1.7k | 94.19 |
| 2023-09-30 | $113k | 1.2k | 97.84 |
| 2023-06-30 | $113k | 1.2k | 97.84 |
| 2023-03-31 | $105k | 1.2k | 90.55 |
| 2022-12-31 | $98k | 1.2k | 84.80 |
| 2022-09-30 | $156k | 1.2k | 125.00 |
| 2022-06-30 | $156k | 1.2k | 125.00 |
| 2022-03-31 | $156k | 1.2k | 125.00 |