iShares S&P 1500 Index Fund shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Beacon Financial Advisory 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 Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 11k | 125.62 |
| 2024-06-30 | $1.3M | 11k | 118.78 |
| 2024-03-31 | $386k | 3.3k | 115.31 |
| 2023-12-31 | $341k | 3.2k | 105.23 |
| 2023-09-30 | $305k | 3.2k | 94.19 |
| 2023-06-30 | $325k | 3.3k | 97.84 |
| 2023-03-31 | $295k | 3.3k | 90.55 |
| 2022-12-31 | $330k | 3.9k | 84.80 |
| 2022-09-30 | $1.8M | 23k | 79.54 |
| 2022-06-30 | $1.9M | 22k | 83.76 |
| 2022-03-31 | $2.4M | 24k | 100.93 |
| 2021-12-31 | $2.5M | 23k | 106.97 |
| 2021-09-30 | $2.2M | 23k | 98.39 |
| 2021-06-30 | $2.1M | 21k | 98.77 |
| 2021-03-31 | $1.5M | 16k | 91.58 |
| 2020-12-31 | $1.4M | 16k | 86.18 |
| 2020-09-30 | $865k | 12k | 75.42 |
| 2020-06-30 | $421k | 6.1k | 69.41 |
| 2020-03-31 | $325k | 5.7k | 57.19 |
| 2019-12-31 | $1.5M | 20k | 72.66 |