iShares S&P 500 Value Index shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index 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 500 Value Index by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $642k | 3.3k | 197.17 |
| 2024-06-30 | $528k | 2.9k | 182.01 |
| 2024-03-31 | $488k | 2.6k | 186.81 |
| 2022-09-30 | $776k | 6.0k | 128.46 |
| 2022-06-30 | $1.1M | 7.7k | 137.41 |
| 2022-03-31 | $1.2M | 7.7k | 155.67 |
| 2021-12-31 | $1.2M | 7.5k | 156.69 |
| 2021-09-30 | $1.1M | 7.5k | 145.37 |
| 2021-06-30 | $1.0M | 7.1k | 147.58 |
| 2021-03-31 | $676k | 4.8k | 141.30 |
| 2020-12-31 | $250k | 2.0k | 127.62 |
| 2020-09-30 | $220k | 2.0k | 112.42 |
| 2020-06-30 | $211k | 2.0k | 108.04 |
| 2019-12-31 | $253k | 1.9k | 129.94 |