iShares S&P 500 Value Index shares owned by Beacon Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index 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 500 Value Index by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $177k | 906 | 195.31 |
| 2025-03-31 | $172k | 902 | 190.57 |
| 2024-12-31 | $172k | 899 | 190.87 |
| 2024-09-30 | $179k | 906 | 197.11 |
| 2024-06-30 | $132k | 727 | 182.11 |
| 2024-03-31 | $124k | 661 | 186.81 |
| 2023-12-31 | $12k | 80 | 153.84 |
| 2023-09-30 | $19k | 115 | 161.19 |
| 2023-06-30 | $19k | 115 | 161.19 |
| 2023-03-31 | $23k | 148 | 151.76 |
| 2022-12-31 | $22k | 148 | 145.08 |
| 2022-09-30 | $17k | 120 | 137.50 |
| 2022-06-30 | $19k | 123 | 150.00 |
| 2022-03-31 | $19k | 123 | 150.00 |