iShares S&P 500 Value Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial 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 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.7M | 33k | 173.89 |
| 2023-09-30 | $5.5M | 34k | 162.09 |
| 2023-06-30 | $5.4M | 34k | 159.59 |
| 2023-03-31 | $5.2M | 34k | 151.46 |
| 2022-12-31 | $5.0M | 35k | 145.07 |
| 2022-09-30 | $4.6M | 35k | 130.24 |
| 2022-06-30 | $5.0M | 36k | 139.28 |
| 2022-03-31 | $5.7M | 36k | 157.67 |