iShares S&P 500 Index shares owned by Beacon Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 669.41 |
| 2025-06-30 | $1.9M | 3.1k | 620.82 |
| 2025-03-31 | $1.9M | 3.4k | 561.90 |
| 2024-12-31 | $2.1M | 3.6k | 588.62 |
| 2024-09-30 | $2.1M | 3.6k | 576.84 |
| 2024-06-30 | $2.1M | 3.8k | 547.21 |
| 2024-03-31 | $2.0M | 3.8k | 525.69 |
| 2023-12-31 | $1.7M | 3.9k | 429.24 |
| 2023-09-30 | $1.8M | 4.1k | 445.51 |
| 2023-06-30 | $1.8M | 4.1k | 445.51 |
| 2023-03-31 | $1.6M | 3.9k | 411.03 |
| 2022-12-31 | $1.5M | 3.9k | 384.14 |
| 2022-09-30 | $1.7M | 4.5k | 379.20 |
| 2022-06-30 | $2.1M | 4.6k | 453.79 |
| 2022-03-31 | $2.1M | 4.7k | 453.51 |