iShares S&P 1500 Index Fund shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 122k | 145.65 |
| 2025-06-30 | $17M | 127k | 135.04 |
| 2025-03-31 | $16M | 134k | 122.01 |
| 2024-12-31 | $17M | 135k | 128.62 |
| 2024-09-30 | $16M | 131k | 125.62 |
| 2024-06-30 | $13M | 108k | 118.78 |
| 2024-03-31 | $13M | 108k | 115.30 |
| 2023-12-31 | $11M | 102k | 105.23 |
| 2023-09-30 | $631k | 6.3k | 99.45 |
| 2023-06-30 | $614k | 6.3k | 96.77 |
| 2023-03-31 | $573k | 6.3k | 90.31 |
| 2022-12-31 | $447k | 5.3k | 84.77 |
| 2022-09-30 | $425k | 5.3k | 80.60 |
| 2022-06-30 | $453k | 5.3k | 85.91 |
| 2022-03-31 | $539k | 5.3k | 102.22 |
| 2021-12-31 | $568k | 5.3k | 107.72 |
| 2021-09-30 | $525k | 5.3k | 99.56 |
| 2021-06-30 | $521k | 5.3k | 98.81 |
| 2021-03-31 | $467k | 5.3k | 88.56 |
| 2020-12-31 | $467k | 5.3k | 88.56 |
| 2020-09-30 | $398k | 5.3k | 75.48 |
| 2020-06-30 | $361k | 5.3k | 68.46 |
| 2020-03-31 | $306k | 5.3k | 58.03 |
| 2019-12-31 | $383k | 5.3k | 72.63 |
| 2019-09-30 | $324k | 4.9k | 66.65 |
| 2019-06-30 | $324k | 4.9k | 66.65 |
| 2019-03-31 | $313k | 4.9k | 64.39 |
| 2018-12-31 | $264k | 4.7k | 56.17 |
| 2018-09-30 | $313k | 4.7k | 66.60 |