iShares S&P 500 Value Index shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 1.5k | 206.51 |
| 2025-06-30 | $292k | 1.5k | 195.42 |
| 2025-03-31 | $285k | 1.5k | 190.58 |
| 2024-12-31 | $285k | 1.5k | 190.88 |
| 2024-09-30 | $295k | 1.5k | 197.17 |
| 2024-06-30 | $277k | 1.5k | 182.04 |
| 2024-03-31 | $284k | 1.5k | 186.82 |
| 2023-12-31 | $260k | 1.5k | 173.89 |
| 2023-09-30 | $338k | 2.2k | 153.84 |
| 2023-06-30 | $354k | 2.2k | 161.19 |
| 2023-03-31 | $361k | 2.4k | 151.76 |
| 2022-12-31 | $351k | 2.4k | 145.07 |
More positions owned by Beaumont Financial Advisors
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