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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
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