iShares S&P 500 Index shares owned by Beacon Wealthcare
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Wealthcare
from 13F filings
Historical chart of Beacon Wealthcare investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Beacon Wealthcare 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 Wealthcare
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $355k | 603 | 588.68 |
| 2024-09-30 | $368k | 638 | 576.82 |
| 2024-06-30 | $330k | 603 | 547.23 |
| 2024-03-31 | $317k | 603 | 525.73 |
| 2023-12-31 | $265k | 555 | 477.63 |
| 2023-09-30 | $238k | 555 | 429.43 |
| 2023-06-30 | $247k | 555 | 445.71 |
| 2023-03-31 | $228k | 555 | 411.08 |
| 2022-12-31 | $213k | 555 | 384.21 |
| 2022-09-30 | $222k | 620 | 358.06 |
| 2022-06-30 | $235k | 620 | 379.03 |
| 2022-03-31 | $281k | 620 | 453.23 |
| 2021-12-31 | $296k | 620 | 477.42 |