iShares S&P 500 Index shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 4.8k | 669.35 |
| 2025-06-30 | $3.0M | 4.8k | 620.89 |
| 2025-03-31 | $3.0M | 5.4k | 561.92 |
| 2024-12-31 | $2.5M | 4.3k | 588.68 |
| 2024-09-30 | $3.3M | 5.7k | 576.86 |
| 2024-06-30 | $3.3M | 6.0k | 547.25 |
| 2024-03-31 | $2.8M | 5.4k | 525.73 |
| 2023-12-31 | $4.2M | 8.7k | 477.62 |
| 2023-09-30 | $3.9M | 9.1k | 429.44 |
| 2023-06-30 | $3.8M | 8.6k | 445.72 |
| 2023-03-31 | $3.3M | 8.1k | 411.09 |
| 2022-12-31 | $2.9M | 7.6k | 384.20 |
| 2022-09-30 | $2.6M | 7.2k | 358.62 |
| 2022-06-30 | $3.3M | 8.8k | 379.15 |
| 2022-03-31 | $4.1M | 9.0k | 453.72 |
| 2021-12-31 | $4.3M | 8.9k | 476.97 |
| 2021-09-30 | $3.7M | 8.5k | 430.81 |
| 2021-06-30 | $3.8M | 8.7k | 429.96 |
| 2021-03-31 | $3.4M | 8.6k | 397.76 |
| 2020-12-31 | $3.7M | 9.7k | 375.31 |
| 2020-09-30 | $3.1M | 9.3k | 335.96 |
| 2020-06-30 | $3.1M | 10k | 309.62 |
| 2020-03-31 | $2.9M | 11k | 258.35 |
| 2019-12-31 | $3.5M | 11k | 323.18 |